TX · AG Filing: Jun 18, 2026
No cost. No obligation. If your data was exposed by AssetMark, Inc., you may be entitled to financial compensation.
Start Free Review →Based on the data types reported in this filing:
Your SSN is the master key to your identity. Once exposed, criminals can open new lines of credit, take out loans, or file taxes in your name.
Combined with a name and other leaked data, date of birth helps criminals pass identity verification questions at banks and government agencies.
AssetMark, Inc. was the subject of a data breach notification filed with the TX Attorney General. The AG filing was recorded on June 18, 2026. The breach or discovery date reported in the filing is May 15, 2026.
From the AG filing description
AssetMark, Inc. operates as a prominent turnkey asset management program and financial technology provider, serving independent investment advisors and wealth management firms across the country. Because of its core role in managing, consolidating, and executing wealth management strategies, AssetMark handles an immense volume of highly confidential financial and personal data. The company acts as a central repository for investor portfolios, retirement accounts, asset allocations, and transactional records, meaning it routinely processes the most sensitive wealth, banking, and identity metrics of thousands of high-net-worth individuals and everyday investors. In 2026, AssetMark, Inc. formally reported a significant security incident to the Texas Attorney General, triggering widespread concern among investors and financial professionals alike. While exact forensic findings continue to emerge, data breaches affecting financial institutions and wealth management platforms typically involve sophisticated cyberattacks, such as unauthorized intrusions into internal databases, vulnerabilities exploited in third-party financial software integrations, or credential stuffing attacks targeting administrative portals. For an organization entrusted with institutional-grade capital and client assets, any lapse in perimeter defense or endpoint security can provide unauthorized actors with deep access to core network environments. Based on the nature of AssetMark's operations, the exposed data categories present severe and multifaceted risks to affected individuals. The compromise of full names, Social Security numbers, dates of birth, financial account numbers, banking routing numbers, and comprehensive investment portfolio details creates an immediate danger of targeted identity theft and financial account takeover. When malicious actors obtain banking details alongside personal identification data, they can execute unauthorized wire transfers, drain investment accounts, open fraudulent lines of credit in the victim's name, or orchestrate sophisticated spear-phishing campaigns designed to intercept future financial transactions. Financial institutions and wealth management providers like AssetMark are bound by strict regulatory frameworks, most notably the Gramm-Leach-Bliley Act (GLBA) and applicable state data protection statutes, which mandate rigorous administrative, technical, and physical safeguards to protect non-public personal information. These legal standards require continuous vulnerability management, robust encryption protocols, and strict access controls. The occurrence of a widespread data breach strongly suggests potential failures in upholding these mandated security duties, raising serious questions about whether the company implemented adequate safeguards to thwart unauthorized access. Receiving a data breach notification letter from AssetMark, Inc. is a formal legal admission that your confidential financial and personal information was compromised due to corporate security shortcomings. Under the law, affected individuals possess legal standing to pursue accountability and compensation through a class action lawsuit, and establishing a claim does not require proof that financial fraud has already occurred. Our firm investigates and litigates data breach cases on a strict contingency fee basis, meaning you pay nothing out of pocket, and we only recover fees if we successfully secure a financial recovery on your behalf.
You may have been affected by the AssetMark, Inc. data breach if:
Common categories of compensation in data breach class actions
The hours spent responding to a data breach — canceling accounts, contacting credit bureaus, updating passwords, and investigating fraud — represent compensable economic harm in data breach litigation.
Once your SSN is exposed, protection becomes an ongoing expense. Plaintiffs in data breach settlements have recovered costs for credit freezes, identity protection subscriptions, and time spent dealing with fraudulent accounts — sometimes covering multiple years of exposure.
Fees charged to close and reopen accounts, issue replacement cards, or dispute fraudulent transactions are recoverable in data breach litigation. So are the costs of overdrafts, late payments, and credit damage caused by unauthorized activity.
Several state data breach laws provide for statutory minimum damages — fixed amounts recoverable per affected individual regardless of actual loss. These provisions exist specifically to make legal action viable for victims who have not yet experienced direct harm.
Note: an attorney general breach filing does not by itself establish a settlement fund, a payment amount, or a claim deadline. If an official settlement notice is later issued, rely on that notice for payment details and deadlines.
Applicable State Law
This breach was reported under the Texas Identity Theft Enforcement and Protection Act, which mandates notification and establishes your right to seek damages.
No. Under Texas Identity Theft Enforcement and Protection Act and federal law, the unauthorized exposure of your personal data — regardless of whether it has been actively misused — can be sufficient grounds for a claim. The breach itself is the injury.
Nothing. The Law Office of David S. Harris handles data breach cases on contingency — you pay zero upfront and owe nothing unless compensation is recovered.
Immediately place a free credit freeze at all three bureaus (Equifax, Experian, TransUnion). A freeze blocks new accounts from being opened in your name. Then file a complaint with the FTC at IdentityTheft.gov and contact our office — SSN exposure is one of the most serious breach types.
Banks may reverse fraudulent charges, but they are not obligated to compensate you for time lost, stress, or indirect damages. A class action claim against the breached company can recover those additional categories of harm.
State statutes of limitations for data breach claims typically run 2–4 years from the date of the breach or its discovery. Because this breach was recently disclosed, the window is open — but acting early preserves your options and strengthens the case.
Accepting free credit monitoring from AssetMark, Inc. does not waive your right to pursue legal action unless you signed a specific release waiving claims. In most cases, victims who accepted monitoring can still file.
Not necessarily. Many data breach victims are never notified directly. If your personal information was held by AssetMark, Inc. during the relevant period, you may still qualify even without receiving a letter. A free eligibility review can confirm your status.
Learn how to participate in the class action and what compensation you may be entitled to.
Join the Class Action →Use our verification tool to confirm your letter matches this official AG filing.
Verify My Notice LetterThis case file references a public filing made with the state filing in TX. This website is not affiliated with, endorsed by, or operated by any state government agency.
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