Werth Wealth Management LLC Reports Data Breach Affecting Client Data

Werth Wealth Management LLC, an Indiana firm, reported a data security incident impacting client financial and personal information as of July 1, 2026. The incident, reported to regulators on July 30, 2026, involves sensitive data, emphasizing the importance of vigilance for potentially affected individuals.

State: Indiana
Breach date: July 1, 2026
Reported: July 30, 2026

What may have been exposed

Full Name
Social Security Number
Financial Account Number
Date of Birth
Routing Number
Tax Return Information
Investment and Portfolio History
Mailing Address

Werth Wealth Management LLC, a financial advisory firm operating in Indiana, has officially reported a data breach impacting its systems. The incident, which occurred on July 1, 2026, was formally reported to regulatory authorities on July 30, 2026. The company is currently monitoring the situation following the compromise.

Public filings indicate that the exposed information includes individuals' Full Name, Social Security Number, Financial Account Number, Date of Birth, Routing Number, Tax Return Information, Investment and Portfolio History, and Mailing Address. These categories represent a range of sensitive personal and financial data.

Exposure of this type of personal information can increase the risk of identity theft, financial fraud, or other malicious activities. Affected individuals may face increased scrutiny of their accounts or receive unsolicited communications from bad actors attempting to capitalize on the breach.

Individuals who receive a data breach notification from Werth Wealth Management LLC are advised to carefully review the letter for specific details. It is generally recommended to regularly monitor financial account statements and credit reports for any suspicious activity. Consider placing a fraud alert or security freeze on your credit files with the three major credit bureaus as a proactive measure. Additionally, be cautious of any unsolicited emails, phone calls, or text messages requesting personal information, as these could be phishing attempts.

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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