Werth Wealth Management, LLC
ent_8031a61b03895b4afb0b7ea6
Disclosures
6
State AG · 4 jurisdictions
Multi-filing incidents
1
incidents joining 2+ filings here
Max affected reported
4,759
nationwide · State AG IN
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 (6)newest first
- Nebraska State AGas victim2026-07-30
Werth Wealth Management, LLC reported a cybersecurity incident on July 1, 2026, where an unauthorized third party accessed systems containing client personal information. Exposed data included names, SSNs, driver's licenses, passport numbers, and Raymond James account numbers. Raymond James and Werth Wealth Management notified law enforcement, engaged cybersecurity experts, and offered 2 years of Experian credit monitoring.
- Indiana State AGas victim2026-07-30
Werth Wealth Management LLC reported a data breach to the Indiana Attorney General. The breach occurred on 2026-07-01 and was reported on 2026-07-30. 6 Indiana residents were affected. 4,759 individuals affected in total.
- New Hampshire State AGas victim2026-07-29
Werth Wealth Management, LLC reported a cybersecurity event where an unauthorized third party accessed client personal information on July 1, 2026. The incident affected 1 New Hampshire resident. Exposed data included names, government-issued IDs (SSN, driver's license, passport), account numbers, and dates of birth. The company engaged cybersecurity experts, notified law enforcement, and is offering credit monitoring.
- Massachusetts State AGas victim2026-07-29
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.
- Indiana State AGas victim2020-05-07
AE Wealth Management, LLC reported a data breach to the Indiana Attorney General. The breach occurred on 2020-01-24 and was reported on 2020-05-07. 3 Indiana residents were affected. 353 individuals affected in total.
- Massachusetts State AGas victim2018-01-22
CCR Wealth Management LLC reported a data breach to the Massachusetts Office of Consumer Affairs and Business Regulation. The breach was reported on 2018-01-22. 66 Massachusetts residents were affected. The report records the breach type as electronic.