HackingFinancial ServicesFinanceStolen CredentialsData ExfiltratedCustomer Data InvolvedGovernment IDFinancial accountMediumContained

Trubee Wealth Advisors, Inc.

bd_c27ae2e4e5377193 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Aug 14, 2025

Filed

Sep 26, 2025

To disclose

6 weeks

Affected

2state residents only

Linked

3 records

Confidence

66%

Full breach record for Trubee Wealth Advisors, Inc. →

Trubee Wealth Advisors notified individuals of a data security incident discovered on August 14, 2025, involving unauthorized access to files containing SSNs, government IDs, and financial account numbers. The company engaged cybersecurity experts, notified the FBI, and provided Kroll identity monitoring services.

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Incident timeline

discovery → filing · 6 weeks / 43 days

Aug 14, 2025

Begins

Aug 14, 2025

Discovered

Sep 26, 2025

Filed

vs. sector median

2 wks faster

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

Linked disclosures

Why this link?

Ransomware claims (1)

Leak Siteakirabd_9b9746ee98d8b6622025-12-24 · +89dVerified by operator

Regulatory filings (1) · sorted by filing gap

Massachusetts State AGbd_37c003db703d5a172025-09-26Verified by operator

Name: Trubee Wealth Advisors, Inc.
norm: trubee wealth advisors
Domain: trubeewealth.com

Name: Trubee Wealth Advisors, Inc.
norm: trubee wealth advisors
Domain: trubeewealth.com
Industry: Financial Servicesllm

Discovered: Aug 14, 2025
Breach occurred: Aug 14, 2025
Undetected for: 0 daysoccurrence → discovery
Materiality determined: —
Notification sent: —
Affected individuals: 2state-resident count only
Data types: Government IDFinancial account
Data elements: Social Security number
Attack vector: Unauthorized Access
MITRE ATT&CK: T1078 Valid AccountsT1119 Automated Collection
Threat actor: ExternalFinancial
Regulator citations: Informed the FBI
Initial access: valid_credentials

During the incident: Engaged independent cybersecurity experts to assist with the process
Informed the FBI
Secured the services of Kroll to provide identity monitoring at no cost
Changes made: Implemented measures to enhance security and minimize the risk of a future, similar incident
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 6 weeks(43 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 ↗

Massachusetts State AGSep 26 · first

Montana State AGSep 26 · 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/2025/09/Consumer-notification-letter-68.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Sep 26, 2025
Raw hash: 1bae08f3b4a678eb461894934c9124976ce073982b8fa5fbcc7527bbe5868bef

Linked disclosures

Ransomware claims (1)

Regulatory filings (1) · sorted by filing gap

Reporting entityTrubee Wealth Advisors, Inc.

Victim entityTrubee Wealth Advisors, Inc.

Incidentdiscovered Aug 14, 2025

Stated responseEngaged independent cybersecurity experts to assist with the process

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov