What Is This About?

If you received a letter or email from KerberRose Wealth Management, LLC (“KerberRose”), about a data breach, your personal information may have been exposed. Our firm is investigating this incident and can help you understand your rights and potential legal options.

What Happened?

On May 1, 2026, KerberRose Wealth Management, LLC discovered that an unauthorized third party had gained access to an employee’s email account on April 29, 2026. Through that compromised email account, the individual was able to access a portion of a backup platform used in the company’s wealth management operations.

After discovering the intrusion, KerberRose took steps to secure the affected systems and launched an investigation with the assistance of a cybersecurity firm. The company worked to determine whose information may have been accessed and what types of data were involved. Individuals whose information may have been impacted were later notified.

The incident primarily affects wealth management clients and certain retirement plan participants or applicants connected to KerberRose’s services. On May 29, 2026, KerberRose began sending notification letters to affected individuals and filed notice of the breach with the Attorney General of Maine.

What Information Was Impacted?

Upon information and belief, the following types of sensitive personal information may have been compromised:

• • • • • • • • • • • • Name;
                      • Address;
                      • Social Security number;
                      • Financial account numbers;
                      • Bank account information; and
                      • Date of birth.

What Action Can You Take?

Levi & Korsinsky, LLP is investigating whether affected individuals are entitled to compensation. If you are related to KerberRose Wealth Management, LLC (“KerberRose”) 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.