The Penobscot Wealth Management PA Data Breach: Incident Facts and Free Case Review

Penobscot Wealth Management PA is a financial services firm that provides investment advisory and wealth management services to its clients. In the course of managing financial portfolios, the firm typically collects and stores highly sensitive personal and financial data, including Social Security numbers, account details, and tax documentation. This security incident was officially reported to the Indiana Attorney General in 2025, confirming that unauthorized access to firm systems occurred. If you received a data breach notification letter, it indicates that your personal information was potentially compromised during this event. We recommend reviewing the letter carefully to understand the specific scope of the exposure and to take advantage of any identity monitoring services offered by the firm.

State

Indiana

Breach date

July 16, 2024

Reported

January 7, 2025