Data Breach Notifications

Entity Information

  • Type of Organization: Financial Services
  • Entity Name: Lumena Financial Strategies
  • Street Address: 9635 Granite Ridge Drive
  • City: San Diego
  • State, or Country if outside the US: CA
  • Zip Code: 92123

Submitted By

  • Name: Ryan Friel
  • Title: Mr.
  • Firm name (if different than entity): Marshall Dennehey, P.C.
  • Telephone Number: (215) 575-2758
  • Email Address: rpfriel@mdwcg.com
  • Relationship to entity whose information was compromised: Counsel

Breach Information

  • Total number of persons affected (including residents): 575
  • Total number of Maine residents affected: 4
  • If the number of Maine residents exceeds 1,000, have the consumer reporting agencies been notified:
  • Date(s) Breach Occured: 09/22/2025
  • Date Breach Discovered: 09-23-2025
  • 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: 12/04/2025
  • Copy of notice to affected Maine residents: IDX_Breach_Notification_Letter_General_Template_-_Lumena_Financial_FINAL_V.2_12.1.25.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: IDX identity protection services include: 12 months/24 months of credit and CyberScan monitoring, a $1,000,000 insurance reimbursement policy, and fully managed id theft recovery services.