The Brumbaugh Wealth Management Data Breach: Incident Facts and Free Case Review

Brumbaugh Wealth Management is a financial institution that provides investment advisory and asset management services to its clients. In the course of these operations, the firm typically collects and stores sensitive personal and financial data, including tax documents, account statements, and government-issued identification numbers required for regulatory compliance. This security incident was officially reported to the Indiana Attorney General in 2025. If you have received a data breach notification letter from the firm, it indicates that your personal information may have been involved in this unauthorized access event. We encourage you to carefully review the correspondence you received, as it contains specific details regarding the nature of the incident and the protective measures being offered to impacted individuals.

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State: Indiana
Breach date: July 3, 2024
Reported: January 13, 2025

Received the Brumbaugh Wealth Management notification letter? The Brumbaugh Wealth Management case file tracks this filing.

What to do if you were affected

These general steps can help limit the risk of identity theft and fraud after any data breach.

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.

Were you affected by the Brumbaugh Wealth Management breach?

If you received a notification letter, send it to us for a free, no-obligation review. We'll explain your options in plain English. Class actions are first-to-file — reaching out early matters.

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