Notification letter / 2026

Towerpoint Wealth, LLC data breach notification letter: what it says and what comes next.

Towerpoint Wealth, LLC is a boutique wealth management and financial advisory firm dedicated to serving high-net-worth individuals, families, and corporate executives. Because the firm provides comprehensive financial planning, portfolio management, estate planning coordination, and retirement asset Use the original notice below for the complete terms and context.

Notice facts

Company
Towerpoint Wealth, LLC
State / scope
California
Incident
2026-04-24
Records affected
Not stated
Current status
Investigation Open
Filing source
2026-06-05
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 Return Information
  • Investment Portfolio Details
  • Home Address
  • Telephone Number

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

Get your questions in writing.

This form collects information for review purposes only. Nothing here is legal advice. Do not include passwords, government ID numbers, financial account numbers, or other sensitive information.