Social EngineeringFinancial ServicesFinancePhishingStolen CredentialsCustomer Data InvolvedTargetedPIIIdentity (basic)LowContained

Family Wealth Advisors, LLC

bd_8a078841d1a0b429 · schema v1 · pii pii-v1

Severity

Low

Discovered

Aug 28, 2023

Filed

May 28, 2024

To disclose

39 weeks

Affected

1state residents only

Linked

2 filings

Confidence

66%

Full breach record for Family Wealth Advisors, LLC →

Family Wealth Advisors, LLC notified Montana residents of a data security incident discovered on August 28, 2023, involving unauthorized access to an employee's email mailbox. The breach likely exposed names and other personal information. The company engaged forensic investigators, secured its environment, and offered complimentary credit monitoring and identity protection services to affected individuals.

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Incident timeline

discovery → filing · 39 weeks / 274 days

Aug 28, 2023

Discovered

May 28, 2024

Filed

vs. sector median

+31 wks slower

This filing is one of 2 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (1) · sorted by filing gap

Indiana State AGbd_eccc6e7639f9ae712024-05-28Verified by operator

Name: Family Wealth Advisors, LLC
norm: family wealth advisors

Name: Family Wealth Advisors, LLC
norm: family wealth advisors
Industry: Financial Servicesllm

Discovered: Aug 28, 2023
Materiality determined: —
Notification sent: May 6, 2024
Affected individuals: 1state-resident count only
Data types: PIIIdentity (basic)
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing LinkT1078 Valid AccountsT1114 Email Collection
Threat actor: ExternalFinancial
Initial access: phishing_link

During the incident: Took steps to secure our environment
Launched an investigation with the assistance of a leading computer forensics firm
Engaged an independent team to conduct a comprehensive review of all potentially affected data
Offering you the opportunity to enroll in complimentary credit monitoring and identity protection services
Changes made: Implemented additional security features to reduce the risk of a similar incident occurring in the future
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 39 weeks(274 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 2 filings · 2 states

View merged incident ↗

Indiana State AGMay 28 · first

Montana State AGMay 28 · 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-1437.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: May 28, 2024
Raw hash: f9fde5fec5d664d1d720b9a029831714e24536701c29936dd19dad48527cf71c

Linked disclosures

Regulatory filings (1) · sorted by filing gap

Reporting entityFamily Wealth Advisors, LLC

Victim entityFamily Wealth Advisors, LLC

Incidentdiscovered Aug 28, 2023

Stated responseTook steps to secure our environment

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov