Charles Anthony Rongo
Investment adviser representative at Ibex Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$1.3BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Ibex Wealth Advisors, LLCOct 2024 to now
- USA HockeyOct 2015 to now
- The Breakers Palm BeachApr 2021 to Jan 2024
- Opal Grand HotelFeb 2021 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Ibex Wealth Advisors, LLC
$1.3BAssets managed
892Clients
8Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7978961
- Firm CRD
- 168674