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MonitoringOregon AG filing · June 11, 2026

AssetMark Reports Data Breach Affecting Client Financial Information

AssetMark, Inc., a wealth management platform, filed a data breach notification with the Oregon Attorney General on June 11, 2026. This incident, dated May 15, 2026, involved the exposure of various sensitive personal and financial records belonging to individuals whose data was managed by the company.

State
Oregon
Breach date
May 15, 2026
Reported
June 11, 2026

What may have been exposed

  • Full Name
  • Social Security Number
  • Date of Birth
  • Financial Account Number
  • Routing Number
  • Investment Portfolio Details
  • Transaction History
  • Mailing Address

AssetMark, Inc., a leading wealth management platform, officially reported a data security incident to the Oregon Attorney General on June 11, 2026. The breach event occurred on May 15, 2026, and the company has indicated that its investigation into the matter is ongoing and being monitored.

The compromised data categories identified in the filing include Full Name, Social Security Number, Date of Birth, Financial Account Number, Routing Number, Investment Portfolio Details, Transaction History, and Mailing Address. These details are critical for managing investment and brokerage accounts.

The exposure of such a comprehensive set of financial and personal identifiers carries significant risks. Individuals affected by this breach could face potential for identity theft, unauthorized access to financial accounts, or other forms of financial fraud if this information falls into the wrong hands.

Individuals who received a notification regarding this AssetMark data breach should take proactive steps to protect their information. It is advisable to carefully review bank statements, investment account activity, and credit reports for any unfamiliar transactions or suspicious inquiries. Placing a fraud alert or security freeze on credit files with the three major credit bureaus is a common protective measure.

This information is based on public disclosures and regulatory filings made by AssetMark, Inc. to the Oregon Attorney General, providing factual details about the reported security incident.

What to do if you were affected

Based on the categories of information reported in this filing, these steps can help limit the risk of identity theft and fraud.

  • Freeze your credit

    Place a free credit freeze with Equifax, Experian, and TransUnion. A freeze blocks new accounts from being opened in your name and can be lifted anytime.

  • Watch your financial accounts

    Review bank and card statements for unfamiliar activity and turn on transaction alerts. Report anything you don't recognize to your bank right away.

  • Stay alert to targeted scams

    Be cautious of calls, texts, or emails that reference this breach. Legitimate organizations won't ask you to confirm sensitive details through an unsolicited message.

  • Keep your notification letter

    Save the notice you received. It documents that your information was involved and is often needed to enroll in any credit monitoring offered or to join a related legal claim.

What to know about the AssetMark, Inc. data breach

How many people were affected by the AssetMark, Inc. data breach, and what was exposed?
The filing does not give a count of affected people and lists the following information as involved: Full Name, Social Security Number, Date of Birth, Financial Account Number, Routing Number, Investment Portfolio Details, Transaction History, Mailing Address. Your own letter is the best guide to what was exposed about you, since notices are usually tailored to each person.
Where can I see the official AssetMark, Inc. breach notice?
AssetMark, Inc.'s report is published by the Oregon Attorney General: https://justice.oregon.gov/consumer/databreach/#AssetMark%2C%20Inc.-2026-06-11 Compare it with the letter you received to confirm the dates and details match.
What should I do after getting the AssetMark, Inc. data breach notice?
Keep the letter and the envelope, and note the date it arrived. Freeze your credit with Equifax, Experian and TransUnion, change any passwords the notice mentions, and sign up for any free credit monitoring the letter offers. Then check whether you may have a claim.
Is the AssetMark, Inc. data breach letter legit or a scam?
A notice from AssetMark, Inc. in the mail matches the breach AssetMark, Inc. reported to the Oregon Attorney General on June 11, 2026. Check that the company name and dates in your letter match that filing. A real notice of data security incident won't ask for your password, Social Security number or a payment — if it does, contact AssetMark, Inc. through a phone number or website you find yourself.
Did AssetMark, Inc. offer free credit monitoring?
Any free monitoring AssetMark, Inc. is offering will be described in the notice you received, along with an activation code and a sign-up deadline. Because Social Security numbers are listed in this filing, identity monitoring and a credit freeze matter more than usual. Enrolling does not give up your right to bring a claim.
Can I sue AssetMark, Inc. over the data breach?
It depends on what was exposed, the law in Oregon and your own state, and whether you've been harmed. Most people take part through a class action rather than suing alone. Keep your notification letter — it's the proof that connects you to the breach.
Is there a AssetMark, Inc. data breach class action lawsuit?
Law firms often open an investigation after a breach notice like this one, and a class action lawsuit may follow. This page doesn't confirm that a lawsuit has been filed against AssetMark, Inc.. You usually don't have to join a class action to be included — if a settlement is reached, class members are notified and can file a claim.
How much could a AssetMark, Inc. data breach settlement or claim be worth?
There is no set amount, and no AssetMark, Inc. settlement is confirmed here. In past data breach settlements, payments depended on what data was exposed and on documented losses — fraud, out-of-pocket costs and time spent dealing with the breach. The filing lists Full Name, Social Security Number, Date of Birth as involved. Keep receipts and records; they're what damages claims are built on.
Do I need a AssetMark, Inc. data breach lawyer or attorney?
An attorney can read your notice and tell you whether a claim makes sense. A case review here is free, and data breach cases are usually handled on contingency, so there is no upfront cost.

Source: Oregon Attorney General filing

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