HackingFinancial ServicesFinanceStolen CredentialsCustomer Data InvolvedTargetedIdentity (basic)Government IDFinancial accountMediumContained

Wealth Enhancement Group, LLC

bd_09230b175b676986 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Apr 26, 2023

Filed

Jun 27, 2023

To disclose

9 weeks

Affected

6state residents only

Linked

7 records

Confidence

65%

Full breach record for Wealth Enhancement Group, LLC →2 incidents on file

Wealth Enhancement Group notified Montana residents of a cybersecurity incident involving unauthorized access to a standalone server in April 2023. The incident potentially exposed client PII, including SSNs and financial account numbers. The company secured the server, engaged forensic experts, notified law enforcement, and offered 24 months of credit monitoring.

J jump to incidentP pin to compareR raw source

Leak gap clock⏱ Leak >30d9 weeks discovery → filing

Incident timeline

undetected · 25 days

discovery → filing · 9 weeks / 62 days

Apr 1, 2023

Begins

Apr 26, 2023

Discovered

Jun 27, 2023

Filed

vs. sector median

+1 wks slower

This filing is one of 7 records about the same incident.View merged incident

A leak claim by raworld about this victim was first seen 52 days before this filing.View originating leak claim

Linked disclosures

Why this link?

Ransomware claims (1)

Leak Siteraworldbd_fd354b57365115962023-04-27 · +61dVerified by operator

Regulatory filings (5) · sorted by filing gap

Vermont State AGbd_27a1e75441f137d22023-06-28 · +1dVerified
Massachusetts State AGbd_b07ffe3bf18ebe1a2023-06-28 · +1dVerified
Indiana State AGbd_fb5f3b6c25e6a5262023-06-28 · +1dVerified
Maine State AGbd_f2d797857b074c352023-06-29 · +2dVerified

Show 1 more filing ↓up to 8d gap

New Hampshire State AGbd_df9c436a305a1e362023-07-05 · +8dVerified

Name: Wealth Enhancement Group, LLC
norm: wealth enhancement
Domain: wealthenhancement.com

Name: Wealth Enhancement Group, LLC
norm: wealth enhancement
Domain: wealthenhancement.com
Industry: Financial Servicesllm

Discovered: Apr 26, 2023
Breach occurred: Apr 1, 2023 – Apr 24, 2023
Undetected for: 25 daysoccurrence → discovery
Materiality determined: —
Notification sent: Jun 28, 2023
Affected individuals: 6state-resident count only
Data types: Identity (basic)Government IDFinancial account
Data elements: Social Security numberDate of birth
Attack vector: Unauthorized Access
MITRE ATT&CK: T1078 Valid AccountsT1119 Automated Collection
Threat actor: ExternalFinancial
Regulator citations: Notified law enforcement
Initial access: valid_credentials

During the incident: Secured the server to help ensure that the unauthorized person no longer had access
Engaged outside information security and technology experts to assist in our review and investigation of the incident
Notified law enforcement
Offering a complimentary 24 month credit monitoring and identity theft protection package through Experian IdentityWorks
Changes made: Reviewed and implemented additional options to enhance our technology and security practices to reduce the risk of a similar situation occurring in the future
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 9 weeks(62 days from discovery to filing)
Compliance flags: Leak >30d
Discovery-date grounding: letter-groundedThe discovery date is the detection date narrated in the notification letter — the defensible tier.

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 6 filings · 6 states

View merged incident ↗

Montana State AGJun 27 · first · this page

Vermont State AG+1d

Massachusetts State AG+1d

Indiana State AG+1d

Maine State AG+2d

New Hampshire State AG+8d

Pattern: first filing Jun 27 (MT), last Jul 5 (NH) — a 8-day rolling notification. Rolling spreads often mean counsel is filing as thresholds trip per state. Why this link?

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://dojmt.gov/wp-content/uploads/OCP/Consumer-notification-letter-377.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Jun 27, 2023
Raw hash: 1c43aeed7989c0fbcaeea2b28414a30bf88fd39d5e099aaf65d38b64afb63435

Linked disclosures

Ransomware claims (1)

Regulatory filings (5) · sorted by filing gap

Reporting entityWealth Enhancement Group, LLC

Victim entityWealth Enhancement Group, LLC

Incidentdiscovered Apr 26, 2023

Stated responseSecured the server to help ensure that the unauthorized person no longer had access

ComplianceLeak >30d

Extraction provenanceno artifact recorded

Source provenancedojmt.gov