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Case file

Case File: Fitzgerald Wealth Management LLC Data Breach

This file collects the dated facts on record for the Fitzgerald Wealth Management LLC incident. The state report is dated July 2, 2025. The incident itself is dated April 29, 2025.

Timeline

64 days separate the incident date from the date it was reported.

  1. April 29, 2025Incident dateWhen the filing says the breach took place.
  2. July 2, 2025Report filed in IndianaDate the notice was lodged with the Indiana Attorney General.

Case facts

Filing state
Indiana
Date reported
July 2, 2025
Incident date
April 29, 2025
Receiving office
Indiana Attorney General

Case notes

Fitzgerald Wealth Management LLC, based in Indiana, has officially filed notice of a data breach with state regulators. The filing, dated July 2, 2025, acknowledges an incident that potentially compromised the personal information of some of its clients. The specific method or cause of this breach has not been disclosed in the public record.

The official filing does not specify the exact categories of personal information that may have been exposed. Therefore, it is important for individuals to understand that any data associated with their relationship with Fitzgerald Wealth Management LLC could potentially be involved.

While the filing confirms a breach date of April 29, 2025, the number of individuals affected by this incident remains unspecified in the publicly available information. The company formally reported the event on July 2, 2025, initiating the necessary regulatory notifications.

Fitzgerald Wealth Management LLC has indicated that an investigation into the data breach is currently underway. This process aims to determine the full scope of the incident, the specific data impacted, and the precise individuals whose information may have been accessed without authorization.

For those who believe they may be affected, it is advisable to closely monitor financial accounts and other personal records for any unusual activity. Consider placing a fraud alert or security freeze on your credit reports if you have concerns. Regularly review account statements and be cautious of unsolicited communications that request personal details.

Questions about this case file

Where does the Fitzgerald Wealth Management LLC case file come from?
Every entry is taken from the breach report Fitzgerald Wealth Management LLC lodged with the Indiana Attorney General. Nothing here is estimated.
Why do the incident date and the report date differ?
Companies usually investigate before they report. The gap between the two dates shows how long that took.
What does the records-affected figure count?
It is the number the company gave the state. It can cover residents of that state only, so the national total may be higher.
Does this case file change over time?
Yes. When a company files an update or a new state publishes its copy of the report, the dates and counts here are refreshed.
Indiana data breaches

Filing source: Indiana Attorney General