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.

State

Indiana

Breach date

July 3, 2024

Reported

January 13, 2025