# Phoenix-Veritas Wealth Management

> Phoenix-Veritas Wealth Management is a state-registered investment advisory firm, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated May 6, 2025.

- CRD: 333158
- Filed as: PHOENIX-VERITAS WEALTH MANAGEMENT
- Legal name: Brighton Beach 87 for NJ Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: May 6, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333158
- AdvisorCensus page: https://advisorcensus.com/firm/phoenix-veritas-wealth-management-333158

## Quick answers

**How is Phoenix-Veritas Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Phoenix-Veritas Wealth Management reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Phoenix-Veritas Wealth Management registered with the SEC or a state?**
Phoenix-Veritas Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333158.

**Does Phoenix-Veritas Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333158

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- phoenix-veritaswealthmanagement.com
- LinkedIn @josephiraci

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Phoenix-Veritas Wealth Management (CRD 333158): Form ADV filing data as of October 2026.