Social EngineeringFinancial ServicesFinancePhishingStolen CredentialsCustomer Data InvolvedData ExfiltratedPIIFinancial accountIdentity (basic)LowContained

Modera Wealth Management, LLC

bd_ae20bad4927a79f7 · schema v1 · pii pii-v1

Severity

Low

Discovered

Apr 17, 2025

Filed

Jun 2, 2025

To disclose

7 weeks

Affected

1state residents only

Confidence

66%

Full breach record for Modera Wealth Management, LLC →2 incidents on file

Modera Wealth Management, LLC reported a data event affecting one New Hampshire resident. Suspicious email activity was detected on April 17, 2025, with unauthorized access occurring between Feb 5 and April 17, 2025. Name and financial account info were potentially accessed. Modera notified law enforcement, engaged forensic investigators, and offered 12 months of credit monitoring.

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Incident timeline

undetected · 71 days

discovery → filing · 7 weeks / 46 days

Feb 5, 2025

Begins

Apr 17, 2025

Discovered

Jun 2, 2025

Filed

vs. sector median

2 wks faster

Tracked as a single-filing incident — the only disclosure on record for this event so far.Confirmed1 affectedView incident

Name: Modera Wealth Management, LLC
norm: modera wealth management

Name: Modera Wealth Management, LLC
norm: modera wealth management
Industry: Financial Servicesllm

Discovered: Apr 17, 2025
Breach occurred: Feb 5, 2025 – Apr 17, 2025
Undetected for: 71 daysoccurrence → discovery
Materiality determined: —
Notification sent: Jun 2, 2025
Affected individuals: 1state-resident count only
Data types: PIIFinancial accountIdentity (basic)
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing LinkT1078 Valid AccountsT1114 Email Collection
Threat actor: ExternalFinancial
Regulator citations: Notified federal law enforcement regarding the event
Initial access: phishing_link

During the incident: Launched an investigation to confirm the full nature and scope of the activity
Undertook a thorough review of the potentially impacted records
Notified federal law enforcement regarding the event
Working to implement additional safeguards and training to its employees
Providing access to credit monitoring services for 12 months, through Experian
Engaged an independent cybersecurity incident response firm to conduct a thorough review
Changes made: Implement additional safeguards and training to its employees
Undertaking a thorough review of our existing policies and procedures
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 7 weeks(46 days from discovery to filing)
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://mm.nh.gov/files/uploads/doj/remote-docs/modera-wealth-management-20250602.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Jun 2, 2025
Raw hash: dced7d1a1d7dce0a59e6d3b964d7966b32969352cc26496b5b936bce6873c5a9

Reporting entityModera Wealth Management, LLC

Victim entityModera Wealth Management, LLC

Incidentdiscovered Apr 17, 2025

Stated responseLaunched an investigation to confirm the full nature and scope of the activity

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancemm.nh.gov