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If you received a letter or email from AssetMark, Inc. or from its sister company, AssetMark Trust Company, your sensitive personal information may have been exposed. Our firm is investigating this matter and can help you understand your rights and potential legal options.
On June 12, 2026, the Oregon Department of Justice website for reporting data breaches listed an entry for AssetMark, Inc. describing a May 15, 2026 data breach that affected 570,000 people. AssetMark, Inc. began notifying affected individuals on June 11, 2026. Prior to this, on May 8, 2026, AssetMark Trust Company was listed on the data breach reporting webpage for the Attorney General of Texas as the victim of a data breach that affected names and Social Security numbers. AssetMark Trust Company indicated that 359 Texans were affected.
AssetMark, Inc. and AssetMark Trust Company are affiliated through their parent company, AssetMark Financial Holdings, Inc. (collectively, “AssetMark”). Details about the relationship between these two reported breaches (if they are indeed separate) remain under investigation. The full scope of the incident, including the precise timeline of events, the method of intrusion, and the types of information involved, remains under investigation.
The information exposed in the AssetMark, Inc. breach has not yet been confirmed, but it may to be similar to that of its sister company. According to AssetMark Trust Company’s report to the Texas Attorney General, the following types of sensitive personal information may have been involved:
Levi & Korsinsky, LLP is investigating whether affected individuals are entitled to compensation. If you are related to AssetMark, Inc. or received a notice from them, there is no cost or obligation to participate. Follow the link below to find out about your rights and potential legal remedies available.
AssetMark is a financial services and wealth management platform that provides custodial, recordkeeping, trust, and investment-related services to financial advisors and their clients. Founded in 1996 and headquartered in Concord, California, the company serves advisors and investors across the United States. AssetMark Trust Company is headquartered in Phoenix, Arizona.
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