Werth Wealth Management LLC data breach

Clerk's notes

Werth Wealth Management LLC, a financial advisory and wealth management firm in Indiana, formally reported a data security incident to the Office of the Indiana Attorney General on July 30, 2026. This breach, which occurred on July 1, 2026, involved an unspecified compromise of the firm's network infrastructure, impacting its ability to protect client data.

The firm confirmed that the exposed client data included Full Name, Social Security Number, Financial Account Number, Date of Birth, Routing Number, Tax Return Information, Investment and Portfolio History, and Mailing Address. Given the detailed nature of information managed by wealth management services, this represents a highly valuable target for malicious actors.

The exposure of such comprehensive financial and personal information poses significant, multi-faceted threats to affected individuals. Clients face increased risks of direct financial account takeover, unauthorized wire transfers, and fraudulent tax filings. Cybercriminals could also leverage this detailed intelligence to orchestrate highly targeted spear-phishing campaigns or other sophisticated scams.

Financial institutions like Werth Wealth Management LLC are legally mandated under federal and Indiana state statutes, including the Gramm-Leach-Bliley Act, to implement rigorous safeguards for non-public personal information. The occurrence of this data breach suggests a potential failure to maintain adequate security controls, possibly breaching its statutory and fiduciary obligations to protect confidential client data.

If you received a data breach notification letter from Werth Wealth Management LLC, it formally acknowledges that your private financial and personal information was compromised due to this incident. Receiving this notice establishes the necessary standing to explore legal options. Our firm is investigating potential claims on behalf of all impacted clients, and there are never any out-of-pocket costs unless we successfully recover compensation for you.

If a notification letter about this breach reached you, see every Indiana data breach on file or browse all cases.