Werth Wealth Management Discloses Data Breach Affecting Client Personal Information
Werth Wealth Management LLC, a financial advisory firm based in Hays, Kansas, recently reported a data breach after an unauthorized third party accessed its systems. The incident was detected on July 1, 2026, when Raymond James’ cybersecurity division identified suspicious activity on Werth Wealth Management’s networks.
Following an investigation, the firm confirmed that the breach was contained to its own systems and did not compromise client accounts held at Raymond James or result in unauthorized access to funds. However, exposed files may have included sensitive personal data, such as names, Social Security numbers, driver’s license numbers, passport numbers, dates of birth, and Raymond James account numbers.
The breach was officially reported to the Massachusetts Office of Consumer Affairs and Business Regulation on July 29, 2026. The total number of affected individuals across the U.S. has not been disclosed.
In response, Werth Wealth Management and Raymond James are offering impacted clients a complimentary two-year membership in Experian’s IdentityWorks program, which includes credit monitoring, daily credit file tracking, and access to reports from the three major credit bureaus. Affected individuals must enroll using an activation code provided in their notification letters by the specified deadline. Alternative enrollment assistance is available via Experian’s support line.
Source: https://www.claimdepot.com/data-breach/werth-wealth-management-2026
Werth Wealth Management cybersecurity rating report: https://www.rankiteo.com/company/werth-wealth-management-llc
Raymond James & Associates, Inc. cybersecurity rating report: https://www.rankiteo.com/company/raymond-james-&-associates-inc.
"id": "WERRAY1785457791",
"linkid": "werth-wealth-management-llc, raymond-james-&-associates-inc.",
"type": "Breach",
"date": "7/2026",
"severity": "85",
"impact": "4",
"explanation": "Attack with significant impact with customers data leaks"{'affected_entities': [{'industry': 'Financial Services',
'location': 'Hays, Kansas, USA',
'name': 'Werth Wealth Management LLC',
'type': 'Financial Advisory Firm'}],
'customer_advisories': 'Notification letters with activation codes for '
'Experian’s IdentityWorks program',
'data_breach': {'personally_identifiable_information': ['Names',
'Social Security '
'numbers',
'Driver’s license '
'numbers',
'Passport numbers',
'Dates of birth'],
'sensitivity_of_data': 'High',
'type_of_data_compromised': ['Personally Identifiable '
'Information',
'Financial Account Information']},
'date_detected': '2026-07-01',
'date_publicly_disclosed': '2026-07-29',
'description': 'Werth Wealth Management LLC, a financial advisory firm based '
'in Hays, Kansas, reported a data breach after an unauthorized '
'third party accessed its systems. The breach was contained to '
'its own systems and did not compromise client accounts held '
'at Raymond James or result in unauthorized access to funds. '
'Exposed files may have included sensitive personal data such '
'as names, Social Security numbers, driver’s license numbers, '
'passport numbers, dates of birth, and Raymond James account '
'numbers.',
'impact': {'data_compromised': 'Sensitive personal data (names, Social '
'Security numbers, driver’s license numbers, '
'passport numbers, dates of birth, Raymond '
'James account numbers)',
'identity_theft_risk': 'High',
'systems_affected': 'Werth Wealth Management’s networks'},
'investigation_status': 'Completed',
'references': [{'source': 'Massachusetts Office of Consumer Affairs and '
'Business Regulation'}],
'regulatory_compliance': {'regulatory_notifications': ['Massachusetts Office '
'of Consumer Affairs '
'and Business '
'Regulation']},
'response': {'communication_strategy': 'Notification letters to affected '
'individuals with activation codes for '
'Experian’s IdentityWorks program',
'containment_measures': 'Breach contained to Werth Wealth '
'Management’s systems',
'remediation_measures': 'Offering complimentary two-year '
'membership in Experian’s IdentityWorks '
'program (credit monitoring, daily '
'credit file tracking, access to reports '
'from three major credit bureaus)',
'third_party_assistance': 'Raymond James’ cybersecurity '
'division'},
'threat_actor': 'Unauthorized third party',
'title': 'Werth Wealth Management Discloses Data Breach Affecting Client '
'Personal Information',
'type': 'Data Breach'}