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IBEX Wealth Advisors, LLC Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

IBEX Wealth Advisors, LLC operates in the financial services sector as an independent, fee-based SEC-registered investment adviser. The firm emphasizes a fiduciary obligation to put clients' interests first and is not tied to banks or other corporate interests. Based in Bedminster, New Jersey, the firm highlights more than a century of combined experience helping clients navigate the complexities of the financial and investment landscape. This combination of independence and experience informs its approach to advising on market conditions.

Its goal is to establish trusted, long-term relationships that address clients' financial needs now and in the years ahead. Positioned as a small, independent adviser, it operates within the broad financial services field with a focus on guiding clients through evolving market conditions and financial decisions.

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

  • Stylized image of a person
    P. R.
    Co-Founder And Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. V.
    Co-Founder & Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. R.
    Cofounder And Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. S.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. R.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. A.
    Client Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. P. A.
    Executive Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. G.
    Lpl Registered Client Relationship Manager
    Phone icon
    Mobile Phone

IBEX Wealth Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from IBEX Wealth Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. R.
    Administrative Associate
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 16, 2026
  • Stylized image of a person
    S. A.
    Administrative Associate
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Jul 07, 2024
  • Stylized image of a person
    I. M.
    Phone icon
    Mobile Phone
    United Kingdom
    Jul 17, 2025

Frequently Asked Questions

What is IBEX Wealth Advisors, LLC known for?

Minus sign iconPlus sign iconIBEX 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 Bedminster, New Jersey 07921 United States; you can contact the main corporate office by phone at
+1-908-849-****
. Explore IBEX Wealth Advisors, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconIBEX 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?

Minus sign iconPlus sign iconIBEX Wealth Advisors, LLC has approximately 10 employees as of June 2026. 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 June 2026, 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.
  • Managing Director: P. R.

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