Trubee Wealth Advisors Data Breach Lawsuit Investigation
A recent security incident at Trubee Wealth Advisors exposed sensitive client information for 71 individuals. If you received a breach notice, you may be entitled to free identity-protection services and possible financial compensation. Contact our team today to discuss your rights.
Download Official Breach Notice (PDF)
Key Takeaways
- Date of network disruption: August 14, 2025
- Breach discovered: September 14, 2025
- Total people affected: 71 (69 in Massachusetts, 2 in Montana)
- Data exposed: Social Security numbers; for some individuals, government-issued ID numbers and financial account numbers (without access details)
- Free services offered: Credit monitoring, fraud consultation, and identity-theft restoration through Kroll
- Law-enforcement notified: FBI
Timeline of the Trubee Wealth Advisors Data Breach
August 14, 2025 — Network Disruption Detected
The company experienced a network disruption and immediately began an internal investigation aided by independent cybersecurity experts.
September 14, 2025 — Personal Data Identified in Compromised Files
Investigators confirmed that files containing client information were potentially acquired without authorization.
September 26, 2025 — Incident Reported to State Regulators
Breach notifications were filed with the Montana and Massachusetts Attorneys General, and letters were mailed to affected clients.
What Information Was Involved
The type of information exposed varied by individual:
- Social Security number (MA & MT)
- Government-issued ID number (MT)
- Financial account number — account-access credentials were not exposed (MT)
Company Response and Free Identity Protection
Trubee Wealth Advisors states that it:
- Engaged outside cybersecurity professionals to investigate and contain the incident
- Implemented additional security measures to reduce future risk
- Informed the Federal Bureau of Investigation
- Arranged complimentary identity-monitoring services through Kroll, including credit monitoring, fraud consultation, and identity-theft restoration
Your Legal Options
Data-breach laws provide consumers with the right to seek damages when negligence leads to the exposure of personal information. Potential claims can include:
- Reimbursement for out-of-pocket expenses related to identity theft
- Compensation for time spent monitoring accounts and resolving fraud
- Statutory damages under applicable state law
If you received a breach letter from Trubee Wealth Advisors, preserve all records and contact a data-breach attorney to evaluate your case.
How to Protect Yourself After the Trubee Wealth Advisors Data Breach
- Enroll in the free Kroll services as instructed in your letter.
- Place a fraud alert or credit freeze with the major credit bureaus.
- Review bank, brokerage, and credit-card statements for unfamiliar activity.
- File your tax return early to reduce the chance of tax-refund fraud.
Company Overview
- Legal name: Trubee Wealth Advisors
- Website: trubeewealth.com
- Headquarters: 600 Airborne Parkway, Suite 120, Buffalo, NY, USA
- Industry: Financial Services
- Year founded: 1940
- Employees: 17
Frequently Asked Questions
How many people were affected by the Trubee Wealth Advisors data breach?
The company reported that 71 individuals were impacted — 69 in Massachusetts and 2 in Montana.
What personal data did the Trubee Wealth Advisors breach expose?
Exposed data includes Social Security numbers for all notified clients, and, for some Montana residents, government-issued ID numbers and financial account numbers.
Is Trubee Wealth Advisors offering free credit monitoring?
Yes. Affected clients can enroll in complimentary services through Kroll that cover credit monitoring, fraud consultation, and identity-theft restoration.
Do I need the breach letter to join a Trubee Wealth Advisors lawsuit?
While the letter strengthens your claim, legal counsel can advise on alternative documentation if you suspect your data was compromised.
What is the deadline to file a claim related to the Trubee Wealth Advisors breach?
Deadlines vary by state. Contact a qualified data-breach attorney promptly to avoid losing your right to compensation.