HackingFinanceCustomer Data InvolvedFinancial accountIdentity (basic)Government IDMediumContained

Werth Wealth Management, LLC

bd_97b2e69bc8b338af · schema v1 · pii pii-v1

Severity

Medium

Discovered

Jul 1, 2026

Filed

Jul 29, 2026

To disclose

28 days

Affected

1state residents only

Linked

4 filings

Confidence

67%

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

Werth Wealth Management, LLC (WWM) notified clients of a cybersecurity event on July 1, 2026, where an unauthorized third party accessed WWM systems containing client personal information. Data potentially exposed includes names, SSNs, driver's license numbers, passport numbers, dates of birth, and Raymond James account numbers. Raymond James and WWM responded by placing ID theft alerts, notifying law enforcement, engaging cybersecurity experts, and offering 2 years of Experian IdentityWorks credit monitoring. No client accounts at Raymond James were directly accessed.

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Massachusetts clock✓ MA AG ≤30d28 days discovery → filing

Incident timeline

discovery → filing · 28 days

Jul 1, 2026

Discovered

Jul 29, 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

New Hampshire State AGbd_2db43648edbe39982026-07-29Verified
Nebraska State AGbd_519349c42dd5cfa62026-07-30 · +1dVerified
Indiana State AGbd_6596f292c15265022026-07-30 · +1dVerified

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: 1state-resident count only
Data types: Financial accountIdentity (basic)Government ID
Data elements: Social Security numberDate of birth
Attack vector: Unauthorized Access
MITRE ATT&CK: T1078 Valid Accounts
Threat actor: External

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.

Time to disclose: 28 days(28 days from discovery to filing)
Compliance flags: MA AG ≤30d
Discovery-date grounding: letter-groundedThe discovery date is the detection date narrated in the notification letter — the defensible tier.

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 · this page

Nebraska State AG+1d

Indiana State AG+1d

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/2026-1241-werth-wealth-management-llc/download
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Jul 29, 2026
Raw hash: 0809811f5650c27dc6fc617629485c31db80666ef73f554fd82a39b6e908bf04

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

ComplianceMA AG ≤30d

Extraction provenanceno artifact recorded

Source provenancewww.mass.gov