HackingFinancial ServicesFinanceStolen CredentialsCustomer Data InvolvedTargetedPIIIdentity (basic)Financial accountLowContained

Lowe Wealth Advisors

bd_4724082247cbd8b0 · schema v1 · pii pii-v1

Severity

Low

Discovered

Aug 18, 2025

Filed

Sep 23, 2025

To disclose

5 weeks

Affected

2state residents only

Linked

3 filings

Confidence

66%

Full breach record for Lowe Wealth Advisors →

Lowe Wealth Advisors notified Montana residents of unauthorized network access occurring on August 17, 2025, discovered on August 18, 2025. The incident involved potential access to personal and financial account information. The firm engaged forensic specialists, notified law enforcement, and provided 12 months of credit monitoring to affected individuals.

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Incident timeline

undetected · 1 days

discovery → filing · 5 weeks / 36 days

Aug 17, 2025

Begins

Aug 18, 2025

Discovered

Sep 23, 2025

Filed

vs. sector median

3 wks faster

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

Massachusetts State AGbd_92e77a8b6aff6a5c2025-09-23Verified
Vermont State AGbd_7fd110acd6354ab02025-09-19 · +4dVerified

Name: Lowe Wealth Advisors
norm: lowe wealth advisors

Name: Lowe Wealth Advisors
norm: lowe wealth advisors
Industry: Financial Servicesllm

Discovered: Aug 18, 2025
Breach occurred: Aug 17, 2025
Undetected for: 1 dayoccurrence → discovery
Materiality determined: —
Notification sent: Sep 2, 2025
Affected individuals: 2state-resident count only
Data types: PIIIdentity (basic)Financial account
Attack vector: Unauthorized Access
MITRE ATT&CK: T1078 Valid Accounts
Threat actor: ExternalFinancial
Regulator citations: Notified law enforcement
Initial access: valid_credentials

During the incident: Engaged third-party specialists to assist with determining the nature and scope of the incident
Secured our systems and enhanced the security of our network
Notified law enforcement
Informed Fidelity of the incident
Arranged for complimentary credit monitoring service for 12 months
Changes made: Enhanced the security of our network
Fidelity has added extra levels of monitoring
Changed Fidelity account numbers out of an abundance of caution
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 5 weeks(36 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 ↗

Vermont State AGSep 19 · first

Massachusetts State AG+4d

Montana State AG+4d · 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/2025/09/Consumer-notification-letter-59.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Sep 23, 2025
Raw hash: 933b3afa82c987be4b78071986191000a43d667cc95233ef3ba424d6efd94418

Linked disclosures

Regulatory filings (2) · sorted by filing gap

Reporting entityLowe Wealth Advisors

Victim entityLowe Wealth Advisors

Incidentdiscovered Aug 18, 2025

Stated responseEngaged third-party specialists to assist with determining the nature and scope of the incident

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov