Newport Data Breach Lawsuit Investigation

Shamis & Gentile P.A., one of the nation's premier class action law firms specializing in data breach cases, is investigating the Newport Advisory, LLC (“Newport”) data breach.
If you were affected by the data breach, your sensitive personally identifiable information may have been exposed, and you may be eligible for compensation.
About Newport Advisory
Newport Advisory, LLC is a financial services firm that has been operating since 1999. Based in Newport Beach, California, the company has provided a wide range of services, including business planning, risk management, estate planning, retirement planning, investment management, cash flow modeling, and legacy and philanthropic planning. Newport has built its reputation on four core values: counsel, competency, character, and care.
In December 2024, Newport Advisory officially became part of Mariner Wealth Advisors, a national financial services firm. This merger was intended to enhance the resources available to clients, including access to compliance, IT, operations, and in-house specialists for tax, retirement, and estate planning. The Newport team continues to operate under the Mariner name.
What Happened?
Newport discovered a data breach on January 12, 2025. The breach itself occurred between December 24, 2024, and January 12, 2025. According to official disclosures, the breach affected a total of 9,323 people in the United States, including at least one person in Maine.
The company notified consumers in writing on April 24 and April 25, 2025. The breach was reported to the California Attorney General’s office on April 25, 2025, and to the Maine Attorney General’s office on April 26, 2025.
Your Rights and Next Steps
If you received a notification from Newport about this data breach, it’s important to know your rights and take action. Data breach victims are often at risk for identity theft, fraud, and other privacy violations. Here’s what you can do:
- Review any written notice you received from Newport for details about the breach and what information was impacted.
- Monitor your financial accounts and credit reports for any suspicious activity.
- Consider placing a fraud alert or credit freeze with the major credit bureaus to protect your identity.
- Keep records of all communications from Newport and any unusual activity on your accounts.
- You have the right to seek legal advice and may be eligible to join a class action lawsuit for compensation related to this data breach.
Lawyers are ready to help you understand your options and pursue compensation if your information was compromised.
You May Be Entitled to Compensation
If your sensitive information was exposed in the Newport data breach, you may be eligible for compensation. Laws protect your right to privacy, and companies that fail to safeguard your data can be held accountable. Lawyers are actively investigating this incident and are ready to help you take the next step.
To find out if you qualify to join a lawsuit and seek compensation, complete the below form.