Social EngineeringFinancial ServicesFinancePhishingStolen CredentialsCustomer Data InvolvedPIIIdentity (basic)LowContained

Foresight Wealth Management, LLC

bd_46573cfc54c47322 · schema v1 · pii pii-v1

Severity

Low

Discovered

Apr 1, 2022

Filed

Aug 29, 2022

To disclose

21 weeks

Affected

3state residents only

Linked

3 filings

Confidence

66%

Full breach record for Foresight Wealth Management, LLC →2 incidents on file

Foresight Wealth Management, LLC notified Montana residents in August 2022 that two employee email accounts were accessed without authorization in April 2022. The incident involved unauthorized access to personal information transmitted via email. The company engaged a cybersecurity firm and offered complimentary identity monitoring services.

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Incident timeline

discovery → filing · 21 weeks / 150 days

Apr 1, 2022

Discovered

Aug 29, 2022

Filed

vs. sector median

+13 wks slower

This filing is one of 3 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (2) · sorted by filing gap

Maine State AGbd_74a3ba1680c9e01d2022-08-29Verified
Indiana State AGbd_cda459701894a6922022-08-29Verified

Name: Foresight Wealth Management, LLC
norm: foresight wealth management

Name: Foresight Wealth Management, LLC
norm: foresight wealth management
Industry: Financial Servicesllm

Discovered: Apr 1, 2022
Materiality determined: —
Notification sent: Aug 29, 2022
Affected individuals: 3state-resident count only
Data types: PIIIdentity (basic)
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing LinkT1078 Valid Accounts
Threat actor: ExternalFinancial
Initial access: phishing_link

During the incident: Engaged a leading cybersecurity firm to assist with an investigation
Took steps to secure our digital environment
Offering complimentary identity theft protection services through IDX
Changes made: Implemented additional measures to reduce the risk of a similar incident occurring in the future
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 21 weeks(150 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 3 filings · 3 states

View merged incident ↗

Maine State AGAug 29 · first

Indiana State AGAug 29 · first

Montana State AGAug 29 · 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://dojmt.gov/wp-content/uploads/OCP/Consumer-Notification-Letter-525.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Aug 29, 2022
Raw hash: 988a311aadf1526c8a8106d301971313664989eab3899e7f49eba18a062c8c22

Linked disclosures

Regulatory filings (2) · sorted by filing gap

Reporting entityForesight Wealth Management, LLC

Victim entityForesight Wealth Management, LLC

Incidentdiscovered Apr 1, 2022

Stated responseEngaged a leading cybersecurity firm to assist with an investigation

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov