HackingFinancial ServicesFinanceCustomer Data InvolvedIdentity (basic)Government IDFinancial accountMediumContained

Werth Wealth Management, LLC

bd_2db43648edbe3998 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Jul 1, 2026

Filed

Jul 29, 2026

To disclose

28 days

Affected

1state residents only

Linked

4 filings

Confidence

66%

Full breach record for Werth Wealth Management, LLC →3 incidents on file

Werth Wealth Management, LLC reported a cybersecurity event where an unauthorized third party accessed client personal information on July 1, 2026. The incident affected 1 New Hampshire resident. Exposed data included names, government-issued IDs (SSN, driver's license, passport), account numbers, and dates of birth. The company engaged cybersecurity experts, notified law enforcement, and is offering credit monitoring.

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Incident timeline

discovery → filing · 28 days

Jul 1, 2026

Begins

Jul 1, 2026

Discovered

Jul 29, 2026

Filed

vs. sector median

4 wks faster

This filing is one of 4 filings about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (3) · sorted by filing gap

Massachusetts State AGbd_97b2e69bc8b338af2026-07-29Candidate
Nebraska State AGbd_519349c42dd5cfa62026-07-30 · +1dVerified
Indiana State AGbd_6596f292c15265022026-07-30 · +1dVerified

Name: Werth Wealth Management, LLC
norm: werth wealth management

Name: Werth Wealth Management, LLC
norm: werth wealth management
Industry: Financial Servicesllm

Discovered: Jul 1, 2026
Breach occurred: Jul 1, 2026
Undetected for: 0 daysoccurrence → discovery
Materiality determined: —
Notification sent: Jul 30, 2026
Affected individuals: 1state-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 Accounts
Threat actor: External
Regulator citations: Submitted notice to Consumer Protection Bureau Office of the Attorney General

During the incident: Launched an investigation
Engaged cybersecurity experts
Took steps to secure our network
Notified law enforcement
Terminated the unauthorized party’s access
Placed ID theft alerts on your Raymond James account(s) as a precautionary measure
Worked with cybersecurity experts to terminate any unauthorized access to WWM systems and further strengthen the security of our systems
Secured credit monitoring services for you
Changes made: Engaged cybersecurity experts to further strengthen the security of our systems
Offering free credit monitoring and identity theft protection services
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 28 days(28 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 4 filings · 4 states

View merged incident ↗

Massachusetts State AGJul 29 · first

New Hampshire State AGJul 29 · first · this page

Nebraska State AG+1d

Indiana State AG+1d

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://mm.nh.gov/files/uploads/doj/remote-docs/werth-wealth-management-20260729.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Jul 29, 2026
Raw hash: 2e591b618a81698f27d5affc1bb547f110aa3058f0d1629e07a8ceac317fdd36

Linked disclosures

Regulatory filings (3) · sorted by filing gap

Reporting entityWerth Wealth Management, LLC

Victim entityWerth Wealth Management, LLC

Incidentdiscovered Jul 1, 2026

Stated responseLaunched an investigation

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancemm.nh.gov