UnknownFinancial ServicesFinanceGovernment IDFinancial accountMedium

Custom Wealth Management

bd_d0e41c62c4185651 · schema v1 · pii pii-v1

Severity

Medium

Discovered

—

Filed

Nov 7, 2024

To disclose

—

Affected

113state residents only

Linked

5 filings

Confidence

95%

Full breach record for Custom Wealth Management →

Custom Wealth Management reported a data breach to the Massachusetts Office of Consumer Affairs and Business Regulation. The breach was reported on 2024-11-07. 113 Massachusetts residents were affected.

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Massachusetts clock✓ MA credit monitoring due

⚠ no discovery dateNo discovery date was extracted, so no notification clock can be evaluated.

Incident timeline — partial

? — ?

Breach window unknown

Nov 7, 2024

Filed

—

Corroborated · see linked filings

Compliance clocks stay unassessable until a regulatory filing lands. Dashed segments fill in automatically when corroboration arrives.

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

Maine State AGbd_f826ad9c0669f6422024-11-07Candidate
New Hampshire State AGbd_09dd5b74a5d73c132024-11-04 · +3dVerified
Indiana State AGbd_eef63ca901f733042024-11-04 · +3dVerified
Vermont State AGbd_f9e1a392902a5c522024-11-04 · +3dVerified

Name: Custom Wealth Management
norm: custom wealth management

Name: Custom Wealth Management
norm: custom wealth management
Industry: Financial Servicesregulator portal

Discovered: —
Materiality determined: —
Notification sent: —
Affected individuals: 113state-resident count only
Data types: Government IDFinancial account
Data elements: Social Security numberFinancial account number
Stated not affected: Medical informationDriver's licence numberPayment card number
The filing states these were not involved. Categories absent from both lists were not addressed either way.
Attack vector: Unknown

Compliance flags: MA credit monitoring due
Discovery-date grounding: no discovery dateNo discovery date was extracted, so no notification clock can be evaluated.

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 5 filings · 5 states

View merged incident ↗

New Hampshire State AGNov 4 · first

Indiana State AGNov 4 · first

Vermont State AGNov 4 · first

Maine State AG+3d

Massachusetts State AG+3d · this page

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://www.mass.gov/doc/data-breach-report-2024/download
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Nov 7, 2024
Raw hash: 1ad441d8adf3c8c0afa432298883d628e14116f8b7a07d000dd327d4855c09d3

Linked disclosures

Regulatory filings (4) · sorted by filing gap

Reporting entityCustom Wealth Management

Victim entityCustom Wealth Management

IncidentUnknown

ComplianceMA credit monitoring due

Extraction provenanceno artifact recorded

Source provenancewww.mass.gov