IBEX Wealth Advisors is a family office - multi based in Lebanon, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
IBEX Wealth Advisors is an independent investment management firm. As independent advisors, we offer objective advice across the full range of your wealth management needs, including retirement planning, insurance planning, education funding and estate planning. IBEX Wealth Advisors serves a broad range of individuals, families and business owners with diverse needs and financial situations. While we find that clients with investable assets of at least $500,000.00 benefit the most from our investment and financial planning capabilities, we may waive our minimum relationship size for new clients who are either related to or referred to us by existing clients. Our approach to investment planning incorporates: Asset Allocation Portfolio Design Portfolio income analysis Portfolio Management Tax Strategies Risk Management
Investment types: Investment Funds, Joint Venture/Partner
Sectors & themes: Concierge Services, ETFs, InsurTech, Investment Management, Legal & Tax Services, Retirement Planning, Travel Accommodations & Tourism, Trust Management, Wealth & Estate Planning, Finance, Financial Services, High-Level Sectors, Insurance Services, Tourism & Hospitality, Traditional Investments (Liquid Assets)
Preferred geographies: United States
Location: 3 Werner Way, Ste 204\nLebanon\nNew Jersey\n08833\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.