Towerpoint Wealth, LLC Reports Client Data Breach in California

Towerpoint Wealth, LLC filed a data breach report on June 5, 2026, concerning an incident that occurred on April 24, 2026. This breach led to the exposure of sensitive client information, including Full Name, Social Security Number, and financial account details. Affected individuals should monitor their personal and financial records for any unusual activity.

State: California
Breach date: April 24, 2026
Reported: June 5, 2026

What may have been exposed

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

Towerpoint Wealth, LLC, a financial advisory firm, officially reported a data security incident to California authorities on June 5, 2026. The company indicated that this breach, which was unspecified in nature, occurred on or about April 24, 2026, impacting sensitive client data.

The compromised information includes Full Name, Social Security Number, Financial Account Number, Date of Birth, Routing Number, Tax Return Information, Investment Portfolio Details, Home Address, and Telephone Number. The filing did not specify the total number of individuals whose data was affected by this event.

Exposure of such comprehensive financial and personal details carries significant risks for those involved. Individuals whose information was compromised may face an elevated potential for targeted financial fraud, identity theft, or unauthorized access to their accounts. This type of sensitive data is often targeted by malicious actors for various illicit activities.

Individuals who have received notification regarding this breach are advised to exercise increased vigilance. It is recommended to regularly review financial statements, credit reports, and account activity for any discrepancies or suspicious transactions. Consider placing a fraud alert or security freeze on credit files as a proactive security measure. Additionally, be cautious of unsolicited communications, such as emails or phone calls, that request personal or financial details.

Details surrounding this security incident are based on the official public filings made with regulatory bodies. The exact nature and scope of the breach remain under investigation.

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: California Attorney General filing

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