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MonitoringOregon AG filing · June 11, 2026

AssetMark Reports Data Breach to Oregon AG Affecting Client Financial Data

AssetMark, Inc., a wealth management platform, reported a data breach to the Oregon Attorney General on June 11, 2026, stemming from an incident on May 15, 2026. The compromise included sensitive personal and financial information, necessitating vigilance from affected individuals.

State
Oregon
Breach date
May 15, 2026
Reported
June 11, 2026

What may have been exposed

  • Full Name
  • Social Security Number
  • Date of Birth
  • Financial Account Number
  • Routing Number
  • Investment Portfolio Details
  • Transaction History
  • Mailing Address

AssetMark, Inc., a company providing a turnkey asset management program and wealth management platform, disclosed a data breach to the Oregon Attorney General's office. The incident, which AssetMark reported on June 11, 2026, involved an unauthorized event that occurred on May 15, 2026.

The reported breach exposed several categories of sensitive information. This included individuals' Full Name, Social Security Number, Date of Birth, Financial Account Number, Routing Number, Investment Portfolio Details, Transaction History, and Mailing Address. Given the nature of AssetMark's business as a financial intermediary, such data is routinely processed and stored for investment and brokerage accounts.

For those who have received notification, it is important to take protective measures. Regularly monitor financial accounts for any unusual activity. Consider placing a fraud alert or security freeze on your credit reports with the three major credit bureaus (Equifax, Experian, and TransUnion) to prevent new accounts from being opened in your name. Additionally, be wary of unsolicited communications requesting personal or financial details, as these could be phishing attempts.

While the specific nature of the breach is unspecified in public filings, the exposure of such comprehensive financial and personal identifiers presents significant risks. These risks include potential for identity theft, financial fraud, and other malicious activities targeting individuals' wealth and credit. Affected individuals should remain diligent in safeguarding their information and reviewing account statements.

The filing with the Oregon Attorney General serves as a public record of this security incident, underscoring the importance of robust data security practices within the financial technology sector.

What to do if you were affected

Based on the categories of information reported in this filing, these steps can help limit the risk of identity theft and fraud.

  • Freeze your credit

    Place a free credit freeze with Equifax, Experian, and TransUnion. A freeze blocks new accounts from being opened in your name and can be lifted anytime.

  • Watch your financial accounts

    Review bank and card statements for unfamiliar activity and turn on transaction alerts. Report anything you don't recognize to your bank right away.

  • 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.

AssetMark, Inc. breach filing: questions and answers

Where can I see the official AssetMark, Inc. breach notice?
AssetMark, Inc.'s report is published by the Oregon Attorney General: https://justice.oregon.gov/consumer/databreach/#AssetMark%2C%20Inc.-2026-06-11 Compare it with the letter you received to confirm the dates and details match.
How many people were affected by the AssetMark, Inc. 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, Date of Birth, Financial Account Number, Routing Number, Investment Portfolio Details, Transaction History, Mailing Address. Your own letter is the best guide to what was exposed about you, since notices are usually tailored to each person.
Is there a AssetMark, Inc. 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 AssetMark, Inc.. 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 AssetMark, Inc. data breach letter legit or a scam?
A notice from AssetMark, Inc. in the mail matches the breach AssetMark, Inc. reported to the Oregon Attorney General on June 11, 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 AssetMark, Inc. through a phone number or website you find yourself.
Can I sue AssetMark, Inc. over the data breach?
It depends on what was exposed, the law in Oregon 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.
How much could a AssetMark, Inc. data breach settlement or claim be worth?
There is no set amount, and no AssetMark, Inc. 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, Date of Birth as involved. Keep receipts and records; they're what damages claims are built on.
Did AssetMark, Inc. offer free credit monitoring?
Any free monitoring AssetMark, Inc. is offering will be described in the notice you received, along with an activation code and a sign-up deadline. 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.
Do I need a AssetMark, Inc. data breach lawyer or attorney?
An attorney can read your notice and tell you whether a claim makes sense. A case review here is free, and data breach cases are usually handled on contingency, so there is no upfront cost.
What should I do after getting the AssetMark, Inc. 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.

Source: Oregon Attorney General filing

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