HackingFinancial ServicesFinanceStolen CredentialsCustomer Data InvolvedIdentity (basic)Government IDFinancial accountFinancialMediumContained

Brumbaugh Wealth Management

bd_503c9110aaace2d4 · schema v1 · pii pii-v1

Severity

Medium

Discovered

—

Filed

Dec 10, 2024

To disclose

—

Affected

Not disclosed

Linked

5 filings

Confidence

65%

Full breach record for Brumbaugh Wealth Management →2 incidents on file

Brumbaugh Wealth Management notified consumers of an email security event where an unknown individual accessed an employee's email account between July 3 and July 8, 2024. The accessed data included names, Social Security numbers, account numbers, and financial information. The company secured the accounts, notified federal law enforcement, and offered 12 months of credit monitoring. No accounts were accessed by the intruder.

J jump to incidentP pin to compareR raw source

Incident timeline

Jul 3, 2024

Begins

Dec 10, 2024

Filed

This filing is one of 5 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (4) · sorted by filing gap

Indiana State AGbd_12afc2ec3962ba6f2025-01-13 · +34dVerified
Massachusetts State AGbd_7afdd6fba3e1faad2025-01-13 · +34dVerified
Maine State AGbd_8800aefb97beeae72025-01-13 · +34dVerified
Nebraska State AGbd_e3400d5265c2e7952025-01-13 · +34dVerified

Name: Brumbaugh Wealth Management
norm: brumbaugh wealth management

Name: Brumbaugh Wealth Management
norm: brumbaugh wealth management
Industry: Financial Servicesllm

Discovered: —
Breach occurred: Jul 3, 2024 – Jul 8, 2024
Materiality determined: —
Notification sent: Nov 22, 2024
Affected individuals: Not disclosed
Data types: Identity (basic)Government IDFinancial accountFinancial
Data elements: Social Security number
Attack vector: Unauthorized Access
MITRE ATT&CK: T1078 Valid AccountsT1114 Email Collection
Threat actor: External
Regulator citations: Notified federal law enforcement
Initial access: valid_credentials

During the incident: Took steps to secure the email accounts
Assessed the security of the email environment
Investigated the activity to determine what happened
Identified potentially impacted personal information in the accounts
Notified federal law enforcement
Reviewed and enhanced our existing policies and procedures
Offering you access to credit monitoring services for twelve months at no cost to you
Changes made: Reviewed and enhanced our existing policies and procedures
Source: Quoted from the filing itself, not independently verified.

Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 5 filings · 5 states

View merged incident ↗

Vermont State AGDec 10 · first · this page

Indiana State AG+34d

Massachusetts State AG+34d

Maine State AG+34d

Nebraska State AG+34d

Pattern: first filing Dec 10 (VT), last Jan 13 (NE) — a 34-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://ago.vermont.gov/document/2024-12-10-brumbaugh-wealth-management-data-breach-notice-consumers
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Dec 10, 2024
Raw hash: 24bc2d46fe593504c7f4ee045ef3bd6662d92624a133ca56318cc255390ccb35

Linked disclosures

Regulatory filings (4) · sorted by filing gap

Reporting entityBrumbaugh Wealth Management

Victim entityBrumbaugh Wealth Management

IncidentUnauthorized Access

Stated responseTook steps to secure the email accounts

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenanceago.vermont.gov