Hartwell Financial Services Data Breach Investigation

Turke & Strauss LLP, a leading data breach law firm, is investigating Hartwell Financial Services regarding its recent data breach. The Hartwell Financial Services data breach involved sensitive personal identifiable information belonging to an undetermined number of individuals.


Hartwell Financial Services is an investment management firm that specializes in financial planning, risk and asset management, estate and retirement planning, budgeting, and more. Founded in 1983, Hartwell Financial Services has committed itself to helping individuals, families, and businesses plan their financial futures. Furthermore, Hartwell Financial Services is a family-run company, involving two generations of financial advisors. Hartwell Financial Services is headquartered in Torrance, California.


On August 12, 2022, Hartwell Financial Services discovered that it had experienced a data breach in which the sensitive personal identifiable information in its systems may have been accessed. Through its investigation, Hartwell Financial Services determined that an unauthorized actor may have accessed this sensitive information through an employee email account. On December 13, 2022, Hartwell Financial Services began contacting individuals whose information may have been impacted. The type of information impacted includes:

  • Name
  • Social Security number
  • Driver’s license number
  • Address
  • Financial information (e.g., account number)

If you received a breach notification letter from Hartwell Financial Services:

We would like to speak with you about your rights and potential legal remedies in response to this data breach. Please fill out the form, below, or contact us at (608) 237-1775 or sam@turkestrauss.com.

If you were impacted by the Hartwell Financial Services data breach, you may consider taking the following steps to protect your personal information.

  1. Carefully review the breach notice and retain a copy;
  2. Enroll in the free credit monitoring service provided by Hartwell Financial Services;
  3. Change passwords and security questions for online accounts;
  4. Regularly review account statements for signs of fraud or unauthorized activity;
  5. Monitor credit reports for signs of identity theft; and
  6. Contact a credit bureau(s) to request a temporary fraud alert.

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