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IBEX WEALTH ADVISORS
IBEX WEALTH ADVISORS was established in 2014. Glenn E. Stephenson serves as managing member. The firm lists James J. Varaklis, Phillip Rongo and Steven...
IBEX WEALTH ADVISORS
IBEX WEALTH ADVISORS was established in 2014. Glenn E. Stephenson serves as managing member. The firm lists James J. Varaklis, Phillip Rongo and Steven Rapoport as co-founders. Public filings show concentrated technology holdings. Positions include NVIDIA at an estimated $128M, Broadcom at $57M and Palantir at $43M as of Q3 2025. Additional holdings span Microsoft, Apple and Amazon. The firm also maintains a $6.5M position in Alexandria Real Estate Equities. Allocations include private equity at a 5% target. James Varaklis participates in ALPFA NJ events as a speaker on wealth management topics. The firm maintains a relationship with LPL Financial as custodian since 2014 and with Private Advisor Group since 2016. No additional offices are recorded. The firm operates as an RIA with 100% ownership retained by the four named principals. No external limited partners or fund vehicles are disclosed.
General information
Firm type
Pension Fund
Year founded
2014
Location
Region
North America
Country
Belgium
City
West Palm Beach
Corporate office
Boulevard Simon Bolivar 36, Brussels, NJ, United States
Principals
Glenn E. Stephenson
Managing Member and Owner
James J. Varaklis
Co-Founder, Owner, and Chief Compliance Officer
Phillip Rongo
Co-Founder and Owner
Steven Rapoport
Co-Founder and Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at IBEX WEALTH ADVISORS?
Glenn E. Stephenson acts as managing member. James J. Varaklis serves as chief compliance officer. Phillip Rongo and Steven Rapoport hold ownership and director roles.
Does IBEX WEALTH ADVISORS participate in fund commitments or only direct deals?
Public records show direct equity holdings and a 5% private equity allocation target. No fund commitments are listed.
Where does the underlying wealth come from?
No wealth origin is disclosed in available records.
What investment stages does IBEX WEALTH ADVISORS typically target?
Holdings reflect public market equities and one REIT position. Private equity exposure sits at a 5% target.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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