The Newport Advisory, LLC (“Newport”) Data Breach: Incident Facts and Free Case Review

Newport Advisory, LLC appears to be a financial services or investment advisory firm, given the nature of its name and typical industry naming conventions. As a firm in this sector, Newport Advisory likely collects and maintains sensitive personal and financial data necessary for client portfolio management, tax reporting, and wealth planning. In 2025, the company officially reported a data security incident to the California Attorney General, confirming that unauthorized parties may have accessed client information. If you received a data breach notification letter from Newport, it indicates that your personal records were included in the scope of this incident. This disclosure is intended to inform you of the event and provide guidance on the steps you should take to protect your identity and financial accounts from potential misuse.

Received a Newport Advisory, LLC (“Newport”) notification letter? Find out in minutes if you qualify for compensation.

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State: California
Breach date: December 24, 2024
Reported: April 25, 2025

Received the Newport Advisory, LLC (“Newport”) notification letter? The Newport Advisory, LLC (“Newport”) 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 Newport Advisory, LLC (“Newport”) breach?

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