Social EngineeringPhishingCustomer Data InvolvedIDENTITY_GOVERNMENTIDENTITY_BASICFINANCIAL_ACCOUNTMediumContained
OSAIC WEALTH, INC.
bd_37c8144b053f9de2 · schema v1 · pii pii-v1
Full breach record for OSAIC WEALTH, INC. →Osaic Wealth, Inc. notified Massachusetts residents of a data security incident involving names, Social Security numbers, and financial account numbers. The breach appears to involve email compromise (phishing). The company provided two years of complimentary identity protection services via Epiq and enhanced employee security awareness training.
Tracked as a single-filing incident — the only disclosure on record for this event so far.ConfirmedView incident
Source provenance
- Source URL
- https://www.mass.gov/doc/2026-1116-lei-wang/download
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
- Filed at
- Jul 1, 2026
- Raw hash
- aa676b81f7587bd90b4b1bb997e19e8744654ead3586c445f2de392c1c5098c6
Reporting entity
- Name
- OSAIC WEALTH, INC.norm: osaic wealth
Victim entity
- Name
- OSAIC WEALTH, INC.norm: osaic wealth
Incident
- Discovered
- —
- Materiality determined
- —
- Notification sent
- Jul 10, 2026
- Affected individuals
- Not disclosed
- Data types
- IDENTITY_GOVERNMENTIDENTITY_BASICFINANCIAL_ACCOUNT
- Attack vector
- Unknown
- MITRE ATT&CK
- T1114 Email Collection
- Initial access
- phishing_link
Compliance
- Compliance flags
- — (clock not assessable for this source)
Extraction provenance
- Status
- No extraction artifact recorded for this disclosure.