IBEX Wealth Advisors, LLC Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

We admire the Alpine Ibex because its strength, agility and resiliency have enabled it to thrive while enduring the harsh weather conditions and tough terrain of the Swiss Alps.

Like the Alpine Ibex, we at IBEX Wealth Advisors believe navigating today's complex economic and financial landscape demands tremendous insight and dexterity to adapt to changing market conditions. We draw from over 100 years of combined experience helping clients manage the daily complexity of the financial and investment climate.

We pride ourselves on being an independent firm. We do not represent, nor are we beholden to, any bank, investment firm or other corporate interest. As a fee-based SEC registered investment advisor (RIA), we have a fiduciary responsibility to make sure our clients needs come first. 

Our goal is simple: To build a trusted, long-term relationship that serves all of your financial needs now and in the years to come.

Find IBEX Wealth Advisors, LLC employees' phone numbers or email addresses

IBEX Wealth Advisors, LLC Global Highlights

Location
Employees

North America
20

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  • United States Of America
    20

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

IBEX Wealth Advisors, LLC's Leadership

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    P. R.
    Co-Founder And Managing Director
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    J. V.
    Co-Founder & Chief Compliance Officer
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    S. R.
    Cofounder And Managing Director
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    G. S.
    Managing Director
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    M. R.
    Director Of First Impressions
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    P. R.
    Managing Director
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  • Stylized image of a person
    C. A.
    Client Relationship Manager
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  • Stylized image of a person
    D. P. A.
    Executive Wealth Manager
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Contact profiles from IBEX Wealth Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. R.
    Co-Founder And Managing Director
    Phone icon
    United StatesFlorida
    Sep 10, 2025
  • Stylized image of a person
    J. V.
    Co-Founder & Chief Compliance Officer
    Phone icon
    United StatesNew Jersey
    Oct 18, 2025
  • Stylized image of a person
    S. R.
    Cofounder And Managing Director
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    G. S.
    Managing Director
    Phone icon
    United StatesNew Jersey
    Oct 21, 2025
  • Stylized image of a person
    M. R.
    Director Of First Impressions
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    Nov 18, 2025
  • Stylized image of a person
    P. R.
    Managing Director
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    Aug 14, 2025
  • Stylized image of a person
    C. A.
    Client Relationship Manager
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    United StatesNew York
    Nov 15, 2025
  • Stylized image of a person
    D. P. A.
    Executive Wealth Manager
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    United StatesNew Jersey
    Oct 20, 2025
  • Stylized image of a person
    M. G.
    Lpl Registered Client Relationship Manager
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    United StatesNew Jersey
    Sep 09, 2025
  • Stylized image of a person
    E. S.
    Client Relationship Manager
    Phone icon
    United StatesNew York
    Apr 24, 2025

Frequently Asked Questions

What is IBEX Wealth Advisors, LLC known for?

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IBEX Wealth Advisors, LLC was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 135 us Highway 202-206, Suite 4; you can contact the main corporate office by phone at . Explore IBEX Wealth Advisors, LLC's company overview page for more information.

What is IBEX Wealth Advisors, LLC's most common email format?

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IBEX Wealth Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more IBEX Wealth Advisors, LLC email formats with LeadIQ.

How many employees does IBEX Wealth Advisors, LLC have currently?

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IBEX Wealth Advisors, LLC has approximately 11 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are IBEX Wealth Advisors, LLC's key employees and leadership?

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As of December 2025, IBEX Wealth Advisors, LLC's key employees include:

  • Co-Founder And Managing Director: P. R.
  • Co-Founder & Chief Compliance Officer: J. V.
  • Cofounder And Managing Director: S. R.
  • Managing Director: G. S.
  • Director Of First Impressions: M. R.

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