Brumbaugh Wealth Management Data Breach Investigation

Strauss Borrelli PLLC, a leading data breach law firm, is investigating Brumbaugh Wealth Management, LLC (“Brumbaugh”) regarding its recent data breach. The Brumbaugh data breach may have involved sensitive personal information belonging to an undetermined number of individuals.

ABOUT BRUMBAUGH WEALTH MANAGEMENT, LLC:

Brumbaugh is a financial services firm based in Pennsylvania. Founded in 2004, Brumbaugh offers a variety of financial services to clients, including retirement planning, investment advisory services, estate planning and management, tax strategies, insurance strategies, and wealth management.2 Headquartered in Exton, Pennsylvania, Brumbaugh employs over 5 individuals.  

WHAT HAPPENED?

Recently, Brumbaugh reported to the Attorney General of Vermont that it had experienced a data breach in which sensitive personal identifiable information in its systems may have been accessed. According to the breach notice, Brumbaugh recently became aware of suspicious login activity involving an employee’s email account.1 As a result, Brumbaugh launched an investigation to determine the nature of the incident.

Through its investigation, Brumbaugh discovered that sensitive personal information in its systems may have been compromised by an unauthorized third party using multiple email accounts between July 3 and July 8, 2024. As a result, Brumbaugh began a review of the data to determine what information had been impacted as well as identify the specific individuals affected. While the information impacted varies depending on the individual, the type of information potentially exposed includes:

  • Name
  • Social Security number
  • Account number
  • Financial information

 

On November 22, 2024, Brumbaugh began mailing data breach notification letters to impacted individuals. Based on the breach notice sent to Vermont residents, Brumbaugh is providing affected individuals with a list of the specific types of sensitive information impacted and 12 months of complimentary credit monitoring services. A link to the form breach notification letters that Brumbaugh filed with the Attorney General of Vermont is below.

If you received a breach notification letter from Brumbaugh Wealth Management, LLC:

We would like to speak with you about your rights and potential legal remedies in response to this data breach. Please fill out the form, below, or contact us at 872.263.1100 or sam@straussborrelli.com.

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What can you do if you were impacted by a data breach?

If you were impacted by a data breach, you may consider taking the following steps to protect your personal information.

  1. Carefully review the breach notice and retain a copy;
  2. Enroll in any free credit monitoring services provided by the company;
  3. Change passwords and security questions for online accounts;
  4. Regularly review account statements for signs of fraud or unauthorized activity;
  5. Monitor credit reports for signs of identity theft; and
  6. Contact a credit bureau(s) to request a temporary fraud alert.

Contact Us Now

Please enable JavaScript in your browser to complete this form.
Name
Terms & Conditions and Privacy Policy

What can you do if you were impacted by a data breach?

If you were impacted by a data breach, you may consider taking the following steps to protect your personal information.

  1. Carefully review the breach notice and retain a copy;
  2. Enroll in any free credit monitoring services provided by the company;
  3. Change passwords and security questions for online accounts;
  4. Regularly review account statements for signs of fraud or unauthorized activity;
  5. Monitor credit reports for signs of identity theft; and
  6. Contact a credit bureau(s) to request a temporary fraud alert.

One Magnificent Mile
980 N Michigan Avenue, Suite 1610
Chicago, Illinois 60611

Phone: 872.263.1100
Toll Free: 866.748.6220

One Magnificent Mile
980 N Michigan Avenue, Suite 1610
Chicago, Illinois 60611

Phone: 872.263.1100
Toll Free: 866.748.6220

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©2024 STRAUSS BORRELLI PLLC. ALL RIGHTS RESERVED. ATTORNEY ADVERTISING.

PRIVACY POLICY  |  TERMS & CONDITIONS  |  COOKIE POLICY