UnknownFinancial ServicesFinanceCustomer Data InvolvedFinancial accountIdentity (basic)Government IDMedium

Connecticut Wealth Management, LLC

bd_a4206bb7280c3449 · schema v1 · pii pii-v1

Severity

Medium

Discovered

—

Filed

Jul 7, 2026

To disclose

—

Affected

3state residents only

Linked

3 filings

Confidence

67%

Full breach record for Connecticut Wealth Management, LLC →

Connecticut Wealth Management, LLC issued a Massachusetts state-agency breach notification. The incident involved unauthorized access to client data, including Social Security numbers and personally identifiable information. The company provided resources for fraud alerts, security freezes, and free credit reports to affected individuals.

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Incident timeline — partial

? — ?

Breach window unknown

Jul 7, 2026

Filed

—

Corroborated · see linked filings

Compliance clocks stay unassessable until a regulatory filing lands. Dashed segments fill in automatically when corroboration arrives.

This filing is one of 3 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (2) · sorted by filing gap

Vermont State AGbd_9fac48bdd7c9738c2026-07-08 · +1dVerified
New Hampshire State AGbd_58ee660558fccf812026-07-13 · +6dVerified

Name: Connecticut Wealth Management, LLC
norm: connecticut wealth management

Name: Connecticut Wealth Management, LLC
norm: connecticut wealth management
Industry: Financial Servicesllm

Discovered: —
Materiality determined: —
Notification sent: —
Affected individuals: 3state-resident count only
Data types: Financial accountIdentity (basic)Government ID
Attack vector: Unknown

During the incident: Offered assistance with placing fraud alerts or security freezes on credit files
Offered to review free credit reports for discrepancies
Offered assistance contacting credit reporting agencies
Advised victims to contact local law enforcement and file a police report
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 · 3 filings · 3 states

View merged incident ↗

Massachusetts State AGJul 7 · first · this page

Vermont State AG+1d

New Hampshire State AG+6d

Pattern: first filing Jul 7 (MA), last Jul 13 (NH) — a 6-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://www.mass.gov/doc/2026-1094-connecticut-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 7, 2026
Raw hash: d06608ebacffd65aab06c330bad258c8bb86c34383c8ef13d3f9c23171a2ae25

Linked disclosures

Regulatory filings (2) · sorted by filing gap

Reporting entityConnecticut Wealth Management, LLC

Victim entityConnecticut Wealth Management, LLC

IncidentUnknown

Stated responseOffered assistance with placing fraud alerts or security freezes on credit files

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancewww.mass.gov