Data Breach Notifications

Entity Information

  • Type of Organization: Financial Services
  • Entity Name: Amplius Wealth Advisors, LLC
  • Street Address: 1787 Sentry Parkway W VEVA 16
  • City: Blue Bell
  • State, or Country if outside the US: PA
  • Zip Code: 19422

Submitted By

  • Name: Caitlin Lawlor
  • Title: Partner
  • Firm name (if different than entity): Cipriani and Werner, P.C.
  • Telephone Number: (610) 567-0700
  • Email Address: clawlor@c-wlaw.com
  • Relationship to entity whose information was compromised: Counsel

Breach Information

  • Total number of persons affected (including residents): 1,420
  • Total number of Maine residents affected: 5
  • If the number of Maine residents exceeds 1,000, have the consumer reporting agencies been notified:
  • Date(s) Breach Occured: June 07, 2024
  • Date Breach Discovered: September 26, 2024
  • Description of the Breach:
    • External system breach (hacking)
  • Information Acquired - Name or other personal identifier in combination with:

Notification and Protection Services

  • Type of Notification: Written
  • Date(s) of consumer notification: October 16, 2024
  • Copy of notice to affected Maine residents: Amplius_Wealth_-_General_Notice_Letter_Proof.pdf
  • Date of any previous (within 12 months) breach notifications:
  • Were identity theft protection services offered: Yes
  • If yes, please provide the duration, the provider of the service and a brief description of the service: twelve (12) months of complimentary credit monitoring and identity theft protection services provided by Experian IdentityWorks