norm: werth wealth managementUSno LEI · no CIKMax severity: Medium

Canonical registry

Werth Wealth Management, LLC

ent_8031a61b03895b4afb0b7ea6

Compliance scorecard →🔔 Follow entity

Disclosures

1

State AG · 1 jurisdiction

Incidents

—

no linked incident in sample

Max affected reported

—

no filed count in sample

Leak-site claims

0

none in sample

Identity resolution

Canonical name: Werth Wealth Management, LLC
Normalized: werth wealth management— dedupe via name-norm; Microsoft / MSFT collapse to one row
GLEIF LEI: No match
SEC EDGAR CIK: None — not an SEC registrant
Domain: None on record

Disclosure history (1)newest first

🏛️Massachusetts State AGas victim2026-07-01
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.