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Charles Anthony Rongo

Ibex Wealth Advisors, LLC

Jupiter, FL

CRD 7978961

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Employer firm

Ibex Wealth Advisors, LLC CRD 168674

$1.28B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Ibex Wealth Advisors, Llc

500 S. Australian Ave. Suite 600, West Palm Beach, FL 33401 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-24
  • FL RA
    APPROVED
    Since 2026-03-24

Branch Locations

Jupiter, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usa Hockey Colorado Springs CO 10/2015 Present
Opal Grand Hotel Delray Beach FL 02/2021 05/2021
The Breakers Palm Beach Palm Beach FL 04/2021 01/2024
Ibex Wealth Advisors Bedminster NJ 10/2024 Present
  • 10/2015 → Present
    Usa Hockey
    Colorado Springs, CO
  • 02/2021 → 05/2021
    Opal Grand Hotel
    Delray Beach, FL
  • 04/2021 → 01/2024
    The Breakers Palm Beach
    Palm Beach, FL
  • 10/2024 → Present
    Ibex Wealth Advisors
    Bedminster, NJ
Other Businesses

I work as an ice hockey official. Non-investment related activity, but work as an independent contractor to USA Hockey.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-04
  • S65 Uniform Investment Adviser Law Examination
    2026-03-04
Other Names
  • Charlie Rongo

View on SEC IAPD

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