HackingFinancial ServicesFinanceStolen CredentialsCustomer Data InvolvedPIIIdentity (basic)LowContained

Custom Wealth Management

bd_09dd5b74a5d73c13 · schema v1 · pii pii-v1

Severity

Low

Discovered

Jul 15, 2024

Filed

Nov 4, 2024

To disclose

16 weeks

Affected

2state residents only

Linked

5 filings

Confidence

66%

Full breach record for Custom Wealth Management →

Custom Wealth Management notified the NH Attorney General on Nov 4, 2024, of a data security incident discovered on July 15, 2024. Unauthorized access to one employee's email mailbox occurred, potentially exposing personal information of clients. Two NH residents were notified. No evidence of misuse was found. Credit monitoring services were offered.

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Incident timeline

discovery → filing · 16 weeks / 112 days

Jul 15, 2024

Discovered

Oct 7, 2024

Scope determined

Nov 4, 2024

Filed

vs. sector median

+8 wks slower

This filing is one of 5 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (4) · sorted by filing gap

Indiana State AGbd_eef63ca901f733042024-11-04Verified
Vermont State AGbd_f9e1a392902a5c522024-11-04Verified
Massachusetts State AGbd_d0e41c62c41856512024-11-07 · +3dVerified
Maine State AGbd_f826ad9c0669f6422024-11-07 · +3dCandidate

Name: Custom Wealth Management
norm: custom wealth management

Name: Custom Wealth Management
norm: custom wealth management
Industry: Financial Servicesllm

Discovered: Jul 15, 2024
Materiality determined: Oct 7, 2024
Notification sent: Nov 4, 2024
Affected individuals: 2state-resident count only
Data types: PIIIdentity (basic)
Attack vector: Unauthorized Access
MITRE ATT&CK: T1078 Valid AccountsT1114 Email Collection
Threat actor: External
Regulator citations: Notified Attorney General John Formella
Initial access: valid_credentials

During the incident: Took steps to secure its environment
Launched an investigation
Engaged an independent team to conduct a comprehensive review
Offering you the opportunity to enroll in credit monitoring and identity protection services through IDX at no cost to you
Changes made: Implemented additional security features to reduce the risk of a similar incident occurring in the future
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 16 weeks(112 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 5 filings · 5 states

View merged incident ↗

Indiana State AGNov 4 · first

Vermont State AGNov 4 · first

New Hampshire State AGNov 4 · first · this page

Massachusetts State AG+3d

Maine State AG+3d

Evidence ladder

Leak-site claim

Attacker assertion only. Establishes: claim date, group, alleged victim.

Press / market report

Unlocks: incident narrative, operational impact. Still no compliance clock.

State AG / regulator filingThis record

Unlocks: discovery date, data types, affected count, compliance clock.

SEC 8-K / victim statement

Unlocks: materiality, stated response, full audit trail. Ceiling removed.

Source URL: https://mm.nh.gov/files/uploads/doj/remote-docs/custom-wealth-management-20241104.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Nov 4, 2024
Raw hash: 62afac0e2bd7b32015fc384e5c069edfcc3ecd4fb75a38de074b532fdd79198e

Linked disclosures

Regulatory filings (4) · sorted by filing gap

Reporting entityCustom Wealth Management

Victim entityCustom Wealth Management

Incidentdiscovered Jul 15, 2024

Stated responseTook steps to secure its environment

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancemm.nh.gov