HackingIdentity (basic)Government IDFinancial accountMediumContained

Werth Wealth Management, LLC

bd_519349c42dd5cfa6 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Jul 1, 2026

Filed

Jul 30, 2026

To disclose

—

Affected

Not disclosed

Linked

4 filings

Confidence

67%

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

Werth Wealth Management, LLC reported a cybersecurity incident on July 1, 2026, where an unauthorized third party accessed systems containing client personal information. Exposed data included names, SSNs, driver's licenses, passport numbers, and Raymond James account numbers. Raymond James and Werth Wealth Management notified law enforcement, engaged cybersecurity experts, and offered 2 years of Experian credit monitoring.

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Incident timeline

Jul 1, 2026

Discovered

Jul 30, 2026

Filed

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

Indiana State AGbd_6596f292c15265022026-07-30Verified
New Hampshire State AGbd_2db43648edbe39982026-07-29 · +1dVerified
Massachusetts State AGbd_97b2e69bc8b338af2026-07-29 · +1dCandidate

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

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

Discovered: Jul 1, 2026
Materiality determined: —
Notification sent: —
Affected individuals: Not disclosed
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
Initial access: valid_credentials

During the incident: Placed ID theft alerts on your Raymond James account(s) as a precautionary measure
Notified law enforcement
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: Offered complimentary 2-year membership in Experian’s IdentityWorks®, a credit monitoring and identity theft protection service
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 · 4 filings · 4 states

View merged incident ↗

New Hampshire State AGJul 29 · first

Massachusetts State AGJul 29 · first

Indiana State AG+1d

Nebraska State AG+1d · 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://nebraska.gov/ago/data-breach/documents/6bb04641-5543-4ebf-a2cd-5de6b894ebd9.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Jul 30, 2026
Raw hash: e6d4091d6396a149f32868226b3d55e663dcb4537e9fd1389c348bfd1e346ce1

Linked disclosures

Regulatory filings (3) · sorted by filing gap

Reporting entityWerth Wealth Management, LLC

Victim entityWerth Wealth Management, LLC

Incidentdiscovered Jul 1, 2026

Stated responsePlaced ID theft alerts on your Raymond James account(s) as a precautionary measure

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancenebraska.gov