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Independent Solutions Wealth Management LLC data breach

Independent Solutions Wealth Management LLC in Indiana has reported a data breach to state authorities. The incident, disclosed on August 7, 2026, exposed sensitive personal and financial details, placing clients at risk of identity theft and financial fraud. Affected individuals should take immediate steps to protect themselves.

Incident readout

Company
Independent Solutions Wealth Management LLC
Reported to
Indiana Attorney General
Filed
August 7, 2026
People affected
Not stated in the filing
Incident type in filing
Not stated
Our review
Monitoring
Read the official filing

Was this a ransomware attack?

The filing does not say ransomware was involved. We do not label an incident ransomware unless the company’s report says so. Whatever the cause, the steps to protect yourself and the legal question are the same.

Information listed in the filing

  • Full Name
  • Social Security Number
  • Financial Account Number
  • Routing Number
  • Date of Birth
  • Tax Return Information
  • Investment Portfolio Records
  • Home Address

What we know

Independent Solutions Wealth Management LLC, a financial firm based in Indiana, has confirmed a data security incident that led to the exposure of client information. The company reported the breach to the appropriate state office on August 7, 2026, indicating that an unauthorized party gained access to confidential records.

The exposed data categories include Full Name, Social Security Number, Financial Account Number, Routing Number, Date of Birth, Tax Return Information, Investment Portfolio Records, and Home Address. This combination of highly sensitive data creates significant risks for individuals, as it can be used for various forms of financial fraud and identity theft.

Attackers often use stolen financial details to attempt unauthorized transactions, open new accounts, or apply for credit in victims' names. Social Security Numbers and Dates of Birth are particularly valuable, as they are foundational identifiers that are difficult, if not impossible, to change. This means the risk to your identity can be long-lasting.

If you receive a data breach notification letter from Independent Solutions Wealth Management LLC, it is crucial to act quickly. Review all financial statements and credit reports for any suspicious activity. Consider placing a fraud alert or credit freeze on your credit files to prevent new accounts from being opened fraudulently. You may also want to change passwords for online financial accounts, using strong, unique combinations.

This incident highlights potential shortcomings in Independent Solutions Wealth Management LLC's data security protocols. When a financial institution holding such sensitive client information experiences a breach, it raises questions about how adequately they protected client data as required by law. Many individuals affected by similar breaches are exploring their legal options.

Understanding your rights and what recourse may be available to you is important. A data breach can lead to financial losses, emotional distress, and significant time spent mitigating the damage. We offer a free, no-obligation case review to help you understand what this breach means for you and whether you may be entitled to compensation.

Protecting your personal and financial information is paramount, especially after a breach involving such critical data points. Taking proactive steps and seeking legal guidance can help you safeguard your future.

See every breach reported in Indiana or read what to do after a ransomware attack.

After the Independent Solutions Wealth Management LLC incident: what to do and your options

What should I do after getting the Independent Solutions Wealth Management LLC data breach notice?
Keep the letter and the envelope, and note the date it arrived. Freeze your credit with Equifax, Experian and TransUnion, change any passwords the notice mentions, and sign up for any free credit monitoring the letter offers. Then check whether you may have a claim.
How many people were affected by the Independent Solutions Wealth Management LLC data breach, and what was exposed?
The filing does not give a count of affected people and lists the following information as involved: Full Name, Social Security Number, Financial Account Number, Routing Number, Date of Birth, Tax Return Information, Investment Portfolio Records, Home Address. Your own letter is the best guide to what was exposed about you, since notices are usually tailored to each person.
Did Independent Solutions Wealth Management LLC offer free credit monitoring?
Check your letter from Independent Solutions Wealth Management LLC. If free credit or identity monitoring is offered, the enrollment code and deadline are printed in the notice itself. Because Social Security numbers are listed in this filing, identity monitoring and a credit freeze matter more than usual. Enrolling does not give up your right to bring a claim.
Where can I see the official Independent Solutions Wealth Management LLC breach notice?
Independent Solutions Wealth Management LLC's report is published by the Indiana Attorney General: https://www.in.gov/attorneygeneral/consumer-protection-division/id-theft-prevention/security-breaches/#independent-solutions-wealth-management-llc-2026 Compare it with the letter you received to confirm the dates and details match.
Can I sue Independent Solutions Wealth Management LLC over the data breach?
It depends on what was exposed, the law in Indiana and your own state, and whether you've been harmed. Most people take part through a class action rather than suing alone. Keep your notification letter — it's the proof that connects you to the breach.
Do I need a Independent Solutions Wealth Management LLC data breach lawyer or attorney?
Whether the company's systems were encrypted by ransomware or data was simply taken, the legal question is the same: did it protect your information the way the law requires? An attorney can review your notice for free, and these cases are usually handled on contingency.
Is there a Independent Solutions Wealth Management LLC data breach class action lawsuit?
Law firms often open an investigation after a breach notice like this one, and a class action lawsuit may follow. This page doesn't confirm that a lawsuit has been filed against Independent Solutions Wealth Management LLC. You usually don't have to join a class action to be included — if a settlement is reached, class members are notified and can file a claim.
Is the Independent Solutions Wealth Management LLC data breach letter legit or a scam?
A notice from Independent Solutions Wealth Management LLC in the mail matches the breach Independent Solutions Wealth Management LLC reported to the Indiana Attorney General on August 7, 2026. Check that the company name and dates in your letter match that filing. A real notice of data security incident won't ask for your password, Social Security number or a payment — if it does, contact Independent Solutions Wealth Management LLC through a phone number or website you find yourself.
How much could a Independent Solutions Wealth Management LLC data breach settlement or claim be worth?
There is no set amount, and no Independent Solutions Wealth Management LLC settlement is confirmed here. In past data breach settlements, payments depended on what data was exposed and on documented losses — fraud, out-of-pocket costs and time spent dealing with the breach. The filing lists Full Name, Social Security Number, Financial Account Number as involved. Keep receipts and records; they're what damages claims are built on.

Other breaches reported in Indiana

Attorney advertising. This page reflects a public regulator filing; it does not mean a lawsuit has been filed or that the company did anything unlawful. Submitting a review request does not create an attorney-client relationship.