HackingFinancial ServicesFinanceStolen CredentialsCustomer Data InvolvedTargetedIdentity (basic)LowContained

Atria Wealth Solutions, Inc.

bd_003efc5017d43a42 · schema v1 · pii pii-v1

Severity

Low

Discovered

Dec 12, 2023

Filed

Jun 13, 2024

To disclose

26 weeks

Affected

779state residents only

Linked

2 filings

Confidence

71%

Full breach record for Atria Wealth Solutions, Inc. →2 incidents on file

Atria Wealth Solutions disclosed unauthorized access to an employee's email account between Nov 22 and Dec 12, 2023. The incident affected 779 Washington residents, exposing names and dates of birth. Atria notified affected individuals on June 13, 2024, and provided 12 months of credit monitoring via Experian.

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Washington clock✗ WA AG >90d26 weeks discovery → filing

⚠ AG web formThe discovery date came from the AG web-form field, which is systematically later than the detection date stated in the letter. Treat the clock as indicative.

Incident timeline

undetected · 20 days

discovery → filing · 26 weeks / 184 days

Nov 22, 2023

Begins

Dec 12, 2023

Discovered

Jun 13, 2024

Filed

vs. sector median

+17 wks slower

This filing is one of 2 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (1) · sorted by filing gap

Indiana State AGbd_ff4a15b1b68de2562024-06-13Verified

Name: Atria Wealth Solutions, Inc.
norm: atria wealth

Name: Atria Wealth Solutions, Inc.
norm: atria wealth
Industry: Financial Servicesllm

Discovered: Dec 12, 2023
Breach occurred: Nov 22, 2023 – Dec 12, 2023
Undetected for: 20 daysoccurrence → discovery
Materiality determined: —
Notification sent: Jun 13, 2024
Affected individuals: 779state-resident count only
Data types: Identity (basic)
Data elements: NameDate of birth
WA-stated cause: Unauthorized Access
WA-stated duration: lifecycle 1-99dexposure 1-99d
WA-stated discovery: Found while ongoingContained same day
Attack vector: Phishing
MITRE ATT&CK: T1078 Valid AccountsT1114 Email Collection
Threat actor: External
Regulator citations: providing written notice of this event to relevant state regulators
Initial access: valid_credentials

During the incident: Launched an investigation into the nature and scope of the event
Provided access to credit monitoring services for twelve (12) months through Experian
Providing impacted individuals with guidance on how to better protect against identity theft and fraud
Providing written notice of this event to relevant state regulators
Changes made: Implemented and continue to implement technical security measures to strengthen the security of our systems
Implemented and continue to implement our information security policies and procedures
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 26 weeks(184 days from discovery to filing)
Compliance flags: WA AG >90d
Discovery-date grounding: AG web formThe discovery date came from the AG web-form field, which is systematically later than the detection date stated in the letter. Treat the clock as indicative.

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 2 filings · 2 states

View merged incident ↗

Indiana State AGJun 13 · first

Washington State AGJun 13 · first · this page

Evidence ladder

Leak-site claim

Attacker assertion only. Establishes: claim date, group, alleged victim.

Press / market report

Unlocks: incident narrative, operational impact. Still no compliance clock.

State AG / regulator filingThis record

Unlocks: discovery date, data types, affected count, compliance clock.

SEC 8-K / victim statement

Unlocks: materiality, stated response, full audit trail. Ceiling removed.

Source URL: https://agportal-s3bucket.s3.amazonaws.com/databreach/BreachA29508.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Jun 13, 2024
Raw hash: fb2d5086d93e72266744f14bb7d2985fca8cd81045937afeb0395210340fb8ab

Linked disclosures

Regulatory filings (1) · sorted by filing gap

Reporting entityAtria Wealth Solutions, Inc.

Victim entityAtria Wealth Solutions, Inc.

Incidentdiscovered Dec 12, 2023

Stated responseLaunched an investigation into the nature and scope of the event

ComplianceWA AG >90d

Extraction provenanceno artifact recorded

Source provenanceagportal-s3bucket.s3.amazonaws.com