Werth Wealth Management Data Breach Lawsuit Investigation
Received a July 2026 breach notice from Werth Wealth Management?
Dapeer Law, P.A. is investigating a potential class action against Werth Wealth Management, LLC, a Kansas-based financial advisory firm, on behalf of clients whose personal information may have been exposed in the July 2026 cyber incident.
Who may qualify
You may be eligible to participate in a class action if any of the following applies:
- You received a data breach notification letter from Werth Wealth Management dated July 2026.
- Your letter offered enrollment in a complimentary two-year Experian IdentityWorks membership.
- You had personal or financial information held by the firm in its capacity as an independent financial advisory practice affiliated with Raymond James.
- No proof of harm required to consult with counsel. You do not need to have already suffered identity theft to explore your legal options.
- Excluded: individuals who did not receive a breach notice and whose information was not involved in the incident.
Not sure if you qualify?
Send us your notice, we'll confirm your eligibility at no cost.
What happened
On July 1, 2026, Werth Wealth Management, LLC ("Werth Wealth Management" or "WWM"), a Kansas-based financial advisory firm, detected suspicious activity within its computer network. A forensic investigation determined that an unauthorized third party accessed certain WWM systems containing files with client personal information. The firm says it worked with cybersecurity experts to terminate the unauthorized access and to further strengthen the security of its systems.
Werth Wealth Management filed notice with the Massachusetts Attorney General and mailed written notification letters on July 29, 2026, approximately 28 days after the activity was discovered. According to the notice, the affected files may have contained clients' names, dates of birth, Social Security numbers, driver's license numbers, passport numbers, other government-issued identification numbers, Raymond James account numbers, and financial account information. The Massachusetts filing lists one Massachusetts resident as affected. The total number of individuals notified nationwide has not been publicly disclosed. Affected individuals are being offered a complimentary two-year membership in Experian IdentityWorks, which monitors files at all three credit bureaus.
Werth Wealth Management and Raymond James state that no client accounts held at Raymond James were accessed and that no funds were compromised, and that identity-theft alerts have been placed on affected Raymond James accounts. Because the data reported as involved includes Social Security numbers, passport numbers, and financial account details, the exposure carries a heightened risk of identity theft, tax fraud, and account takeover attempts that can persist for years. Whether the firm's pre-breach data security practices met applicable legal standards, and whether the categories of information it retained were reasonably safeguarded, are among the issues being evaluated.
What to do if you received a letter
Keep your notice letter
Do not discard it. Your letter contains the activation code for the Experian IdentityWorks membership and is important evidence if you decide to participate in a lawsuit.
Enroll in the free 24-month Experian IdentityWorks membership
Enroll in the complimentary two-year Experian IdentityWorks membership offered in your letter before the activation deadline printed on it. Accepting this benefit does not waive your right to pursue legal action.
Place a fraud alert or credit freeze
Contact Equifax, Experian, and TransUnion to place a fraud alert or freeze on your file. Request a free weekly credit report from AnnualCreditReport.com, and use the FTC's IdentityTheft.gov recovery guide. Because Raymond James account numbers were reported as involved, also review your investment and brokerage statements for transfers or address changes you did not authorize.
Speak with a data breach attorney
Consultations with Dapeer Law are free and confidential. We'll review your notice, explain your options, and advise whether you may be eligible to join a class action.
Submit your notice for a free review
Two minutes online. A licensed attorney reviews every submission.
Breach timeline
Compensation you may be entitled to
Out-of-pocket expenses
Credit freezes, identity restoration services, and other costs incurred responding to the breach.
Time spent monitoring
Hours spent reviewing accounts, disputing fraudulent charges, and dealing with identity theft issues.
Identity theft & fraud losses
Unreimbursed funds stolen from accounts, unauthorized credit lines, fraudulent tax filings, attempted brokerage account takeovers, or tax refund fraud tied to the breach.
Statutory damages
Certain state data breach and consumer protection statutes provide for fixed damages regardless of actual loss.
Injunctive relief
Court orders requiring the firm to implement stronger data security practices going forward, including tighter controls over the retention of Social Security numbers, passport numbers, and financial account data.
Compensation categories depend on applicable state law, the types of data exposed, and documented losses. No recovery is guaranteed.
Common questions
I received a data breach letter from Werth Wealth Management. What should I do? +
Keep the letter, activate the free two-year Experian IdentityWorks membership before the deadline printed in your notice, review your bank, brokerage, and Raymond James statements for activity you did not authorize, consider a fraud alert or a security freeze with all three credit bureaus, and contact a data breach attorney for a free consultation. Because Social Security numbers were reported as involved, also watch for unfamiliar tax filings and new accounts opened in your name. Enrolling in credit monitoring does not waive your right to sue.
Am I eligible to join a class action against Werth Wealth Management? +
If you received a July 2026 breach notice from Werth Wealth Management or Raymond James about this incident, you are likely eligible for a free case evaluation. Eligibility depends on your state of residence, the categories of your data that were involved, and any financial harm you have suffered. Dapeer Law will review your notice at no cost.
How much money could I receive from a class action lawsuit? +
Data breach class action recoveries vary significantly. Settlements typically range from a few hundred dollars for basic out-of-pocket losses to several thousand dollars for documented identity theft, with class size, damages, and negotiation all affecting the final amount. No payout is guaranteed, and this investigation has not yet resulted in a settlement.
What personal information was exposed in the breach? +
According to the notice filed with the Massachusetts Attorney General, the affected files may have contained names, dates of birth, Social Security numbers, driver's license numbers, passport numbers, other government-issued identification numbers, Raymond James account numbers, and financial account information. Werth Wealth Management and Raymond James state that no client accounts held at Raymond James were accessed and no funds were compromised. Your individual letter should specify which categories of your information were involved.
Did Werth Wealth Management offer free credit monitoring? +
Yes. Affected individuals are being offered a complimentary two-year membership in Experian IdentityWorks, which monitors files at Experian, Equifax, and TransUnion. The activation code and the enrollment deadline are printed in the letter mailed on July 29, 2026. Enrollment does not waive your right to pursue a claim.
How many people were affected by the Werth Wealth Management breach? +
The filing submitted in Massachusetts lists one Massachusetts resident as affected. Werth Wealth Management has not publicly disclosed how many individuals were notified in total across all states. This page will be updated as additional information becomes available.
Is there a deadline to take legal action? +
Yes. Statutes of limitations for data breach claims vary by state and legal theory, typically ranging from one to six years. Waiting can permanently bar your claim. Contact us as soon as possible for a free evaluation.
How do I get a copy of the official breach notice? +
The notice is available as a PDF from the Massachusetts Attorney General's data breach notification records (linked in Sources below). If you received a letter but no longer have it, Dapeer Law can assist you in obtaining a copy during your free consultation.
Sources & references
- Official breach notice filing · Massachusetts Attorney General, Werth Wealth Management LLC data breach notification (PDF)
- Company contact · Werth Wealth Management contact form
- Company · Werth Wealth Management, LLC (werthfinancial.com)
- Credit bureau freezes · Equifax · Experian · TransUnion
- Free weekly credit reports · AnnualCreditReport.com
- Identity theft recovery guide · FTC IdentityTheft.gov
Don't let the deadline decide for you. Submit your claim today.
You only have a limited window to act. Our team will review your notice, explain your options, and tell you whether you may be eligible to recover compensation, at no cost to you.
