UnknownFinancial ServicesFinanceCustomer Data InvolvedGovernment IDIdentity (basic)Financial accountMedium

Wealth By Design

bd_6bfaa420a6eedf89 · schema v1 · pii pii-v2

Severity

Medium

Discovered

—

Filed

Oct 1, 2026

To disclose

—

Affected

Not disclosed

Confidence

66%

Full breach record for Wealth By Design →

Wealth By Design notified affected individuals of a data security incident involving names, Social Security numbers, and financial account numbers. The company is providing 24 months of credit monitoring and fraud assistance via Kroll. No specific dates for discovery or occurrence were provided in the notice.

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Incident timeline — partial

? — ?

Breach window unknown

Oct 1, 2026

Filed

No interval is drawn: no breach start or discovery date is on record for this filing.

Tracked as a single-filing incident — the only disclosure on record for this event so far.ConfirmedView incident

Name: Wealth By Design
norm: wealth by design

Name: Wealth By Design
norm: wealth by design
Industry: Financial Servicesllm

Discovered: —
Materiality determined: —
Notification sent: —
Affected individuals: Not disclosed
Data types: Government IDIdentity (basic)Financial account
Attack vector: Unknown

During the incident: Providing access to Single Bureau Credit Monitoring services at no charge
Providing proactive fraud assistance through Kroll
Enhanced existing security measures
Changes made: Enhanced existing security measures
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.

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://www.mass.gov/doc/2026-1825-wealth-by-design/download
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Oct 1, 2026
Raw hash: 1ef283500515aebdc105b8531a3f37479474f23670be7103246f83a28507c661

Reporting entityWealth By Design

Victim entityWealth By Design

IncidentUnknown

Stated responseProviding access to Single Bureau Credit Monitoring services at no charge

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancewww.mass.gov