Notification letter / 2026
AssetMark Trust Company data breach notification letter: what it says and what comes next.
AssetMark Trust Company operates as a premier financial and wealth management institution, providing comprehensive custodial, trust, and investment administration services to independent financial advisors and their high-net-worth clients. Because of its core operations, the firm routinely handles v Use the original notice below for the complete terms and context.
Notice facts
- Company
- AssetMark Trust Company
- State / scope
- Texas
- Incident
- 2026-03-17
- Records affected
- Not stated
- Current status
- Investigation Open
- Filing source
- 2026-05-08
- Payment / claim deadline
- Not stated
Information involved
Information the notice or settlement record says may have been involved:
- Full Name
- Social Security Number
- Financial Account Number
- Date of Birth
- Routing Number
- Tax Identification Number
- Investment Portfolio Details
- Transaction History
What this notice means
The letter connects the company, incident date, and categories of information listed in this public record. It confirms you are included in a notified group; it does not decide anything about you personally.
What it does not tell you
It does not determine eligibility, predict an outcome, or replace legal advice. A notice is not a promise of payment or representation. Confirm every date and instruction on the official document.
07 / PERSONAL REVIEW