Independent Solutions Wealth Management LLC data breach
Independent Solutions Wealth Management LLC, an Indiana-based financial firm, reported a data security incident on August 7, 2026. This breach exposed highly sensitive client financial and personal information collected through their services. Affected individuals who received a notification should assess their legal standing regarding the long-term risks.
Docket sheet
- Company
- Independent Solutions Wealth Management LLC
- Venue
- Indiana Attorney General
- Filed
- August 7, 2026
- People affected
- Not stated
- Status
- Monitoring
Where this breach stands
- 1
Breach occurredJuly 8, 2026
Date of the incident as stated in the filing.
- 2
Reported to the Indiana Attorney GeneralAugust 7, 2026
The company filed a breach notification with the state regulator.
- 3
Attorney reviewCurrent stage
Current status: Monitoring. Our office is reviewing whether affected people may have claims.
- 4
Your case review
Got a letter about this breach? Submit it for a free, confidential review.
Information listed in the filing
- Full Name
- Social Security Number
- Financial Account Number
- Routing Number
- Date of Birth
- Tax Return Information
- Investment Portfolio Records
- Home Address
Clerk's notes
Independent Solutions Wealth Management LLC, operating out of Indiana, filed a report on August 7, 2026, concerning a data security incident that occurred on July 8, 2026. The firm, which provides wealth management and investment advisory services, is currently under monitoring as the full extent of the compromise is evaluated by authorities.
The reported data exposure includes Full Name, Social Security Number, Financial Account Number, Routing Number, Date of Birth, Tax Return Information, Investment Portfolio Records, and Home Address. The compromise of such foundational personal and financial identifiers creates significant and lasting risks for affected clients, potentially leading to identity theft and various forms of financial fraud.
As a financial institution, Independent Solutions Wealth Management LLC is mandated by law, including the Gramm-Leach-Bliley Act, to implement stringent safeguards for client non-public personal information. The occurrence of this data breach suggests potential deficiencies in these required security measures. These regulatory obligations are designed to prevent the very type of unauthorized access that has now been reported.
If you have received a formal data breach notification letter from Independent Solutions Wealth Management LLC, it confirms that your sensitive information was directly impacted by this incident. Such a notification serves as critical evidence that your data was compromised due to the firm's security failures, potentially providing grounds for legal recourse.
Understanding your legal position following a breach is an important step. Individuals affected by the Independent Solutions Wealth Management LLC incident may qualify for a free case review to discuss their options. This consultation can help clarify what steps you might take to address the risks and potential harms stemming from this data exposure.
If a notification letter about this breach reached you, see every Indiana data breach on file or browse all cases.
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