Independent Solutions Wealth Management LLC: 2026 Breach Exposed Sensitive Client Data

Independent Solutions Wealth Management LLC in Indiana reported a data breach on August 7, 2026, affecting sensitive client data. The incident exposed critical personal and financial information, creating potential long-term risks for those impacted.

State: Indiana
Breach date: July 8, 2026
Reported: August 7, 2026

What may have been exposed

Full Name
Social Security Number
Financial Account Number
Routing Number
Date of Birth
Tax Return Information
Investment Portfolio Records
Home Address

Independent Solutions Wealth Management LLC, based in Indiana, filed notice of a data security incident with state regulators on August 7, 2026. The breach event occurred on July 8, 2026, and the investigation into its full scope is currently ongoing, according to public records.

This security incident led to the exposure of various sensitive personal and financial data categories. The information reportedly compromised includes Full Name, Social Security Number, Financial Account Number, Routing Number, Date of Birth, Tax Return Information, Investment Portfolio Records, and Home Address.

The exposure of such detailed financial and personal identifiers can create significant risks for affected individuals. These risks can include potential identity theft, financial fraud, or unauthorized access to existing accounts. Individuals should remain vigilant for suspicious activity.

Those who receive official notification regarding this breach are encouraged to closely review the information provided by Independent Solutions Wealth Management LLC. General protective measures include regularly monitoring financial account statements, reviewing credit reports for any unauthorized activity, and being cautious of unsolicited communications requesting personal information.

It is important to secure all online accounts with strong, unique passwords and consider enabling multi-factor authentication wherever available. Staying informed and proactive in safeguarding your personal data is a recommended practice following any data 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.
Guard against tax fraud
File your tax return as early as possible and consider requesting an IRS Identity Protection PIN so no one can file a fraudulent return in your name.
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.

Source: Indiana Attorney General filing

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