HackingFinancial ServicesFinanceStolen CredentialsCustomer Data InvolvedIdentity (basic)LowContained

Genesis Wealth Advisor Group, LLC

bd_bf87c3a057be82c7 · schema v1 · pii pii-v1

Severity

Low

Discovered

Mar 10, 2025

Filed

Aug 7, 2025

To disclose

21 weeks

Affected

Not disclosed

Linked

2 filings

Confidence

65%

Full breach record for Genesis Wealth Advisor Group, LLC →

Genesis Wealth Advisor Group, LLC notified consumers that an unauthorized actor accessed an employee's email account on March 10, 2025. The company identified the incident on the same day. Investigation determined that files containing names and other personal information were accessed. The company secured the account and is offering identity monitoring services through Kroll.

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Vermont clock✗ VT AG >45 bday21 weeks discovery → filing

Incident timeline

discovery → filing · 21 weeks / 150 days

Mar 10, 2025

Begins

Mar 10, 2025

Discovered

Aug 7, 2025

Filed

vs. sector median

+13 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_10df297d4e56d5fb2025-08-07Verified

Name: Genesis Wealth Advisor Group, LLC
norm: genesis wealth advisor

Name: Genesis Wealth Advisor Group, LLC
norm: genesis wealth advisor
Industry: Financial Servicesllm

Discovered: Mar 10, 2025
Breach occurred: Mar 10, 2025
Undetected for: 0 daysoccurrence → discovery
Materiality determined: —
Notification sent: —
Affected individuals: Not disclosed
Data types: Identity (basic)
Attack vector: Unauthorized Access
MITRE ATT&CK: T1078 Valid AccountsT1114 Email Collection
Threat actor: External
Initial access: valid_credentials

During the incident: Took steps to secure the account
Began our investigation
Reviewed the emails and files in the account to determine if they contained any personal information
Arranged to provide identity monitoring at no cost to you for <<ServiceTermInMonths>> months through Kroll
Changes made: Taken, and will continue to take, steps to enhance the security of our email environment
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 21 weeks(150 days from discovery to filing)
Compliance flags: VT AG >45 bday
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 · 2 filings · 2 states

View merged incident ↗

Indiana State AGAug 7 · first

Vermont State AGAug 7 · 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://ago.vermont.gov/document/2025-08-07-genesis-wealth-advisor-group-data-breach-notice-consumers
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Aug 7, 2025
Raw hash: 4fd2085d1baa0ad050fba538fd0c3c2197b9cdb9e86cbe2479179edd8cbfa2ab

Linked disclosures

Regulatory filings (1) · sorted by filing gap

Reporting entityGenesis Wealth Advisor Group, LLC

Victim entityGenesis Wealth Advisor Group, LLC

Incidentdiscovered Mar 10, 2025

Stated responseTook steps to secure the account

ComplianceVT AG >45 bday

Extraction provenanceno artifact recorded

Source provenanceago.vermont.gov