AssetMark Reports Data Breach Affecting Client Financial Information

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.