The Fitzgerald Wealth Management LLC Data Breach: Reported Filing Facts

Fitzgerald Wealth Management LLC is a financial institution that provides investment advisory and wealth planning services to its clients. As a firm handling sensitive financial affairs, the company collects and stores highly confidential information, including personal identification details, tax documents, and investment account records. In 2025, the company officially reported a data security incident to the Indiana Attorney General, confirming that unauthorized access to its systems occurred. If you have received a formal data breach notification letter from the firm, it indicates that your personal information was potentially compromised during this event. This notice is intended to inform you of the incident and provide guidance on the steps you should take to protect your financial identity and monitor your accounts for suspicious activity.

State: Indiana
Breach date: April 29, 2025
Reported: July 2, 2025

What to do if you were affected

These general steps can help limit the risk of identity theft and fraud after any data breach.

Stay alert to targeted scams
Be cautious of calls, texts, or emails that reference this breach. Legitimate organizations won't ask you to confirm sensitive details through an unsolicited message.
Keep your notification letter
Save the notice you received. It documents that your information was involved and is often needed to enroll in any credit monitoring offered or to join a related legal claim.

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