HackingFinancial ServicesFinanceStolen CredentialsCustomer Data InvolvedTargetedIdentity (basic)Government IDHighContained

Custom Wealth Management

bd_f826ad9c0669f642 · schema v1 · pii pii-v1

Severity

High

Discovered

Jul 15, 2024

Filed

Nov 7, 2024

To disclose

16 weeks

Affected · nationwide

2,9861 in this filing

Linked

5 filings

Confidence

66%

Full breach record for Custom Wealth Management →

Custom Wealth Management, a financial advisory firm, reported a data security incident on July 15, 2024, involving unauthorized access to one employee's email mailbox. The breach affected the personal information (name, address, DOB, SSN) of 2,986 individuals, including one Maine resident. The company engaged forensic reviewers, implemented additional security measures, and offered 12 months of credit monitoring and identity protection services to affected clients.

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Maine clockDiscovered Jul 15, 2024 → Filed with AG Nov 7, 2024115d ✗ ME AG >90d16 weeks discovery → filing

⚠ occurrence dateThe stored discovery date equals the breach OCCURRENCE date. Detection is normally later, so this OVERSTATES the delay — a 'late' verdict here may not be real.

Incident timeline

discovery → filing · 16 weeks / 115 days

Jul 15, 2024

Begins

Jul 15, 2024

Discovered

Nov 7, 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

Massachusetts State AGbd_d0e41c62c41856512024-11-07Verified
New Hampshire State AGbd_09dd5b74a5d73c132024-11-04 · +3dVerified
Indiana State AGbd_eef63ca901f733042024-11-04 · +3dVerified
Vermont State AGbd_f9e1a392902a5c522024-11-04 · +3dVerified

Name: Constangy, Brooks, Smith & Prophete, LLP
norm: constangy brooks smith prophete
Industry: Legal Services

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

Discovered: Jul 15, 2024
Breach occurred: Jul 15, 2024
Undetected for: 0 daysoccurrence → discovery
Materiality determined: —
Notification sent: Nov 4, 2024
Affected individuals: 2,986state + nationwide
Data types: Identity (basic)Government ID
Attack vector: Unauthorized Access
MITRE ATT&CK: T1078 Valid AccountsT1114 Email Collection
Threat actor: External
Regulator citations: Notified Maine Attorney General
Initial access: valid_credentials

During the incident: Took steps to secure its email environment
Launched an investigation to determine whether sensitive or personal information may have been accessed
Engaged an independent team to conduct a comprehensive review of all data within the employee mailbox
Worked diligently to locate relevant address information and prepare the services being offered
Provided individuals with information about steps that they can take to help protect their personal information
Offered individuals complimentary credit monitoring and identity protection services through IDX by Zerofox
Implemented additional technical security measures throughout the environment
Changes made: Implemented additional technical security measures throughout the environment
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 16 weeks(115 days from discovery to filing)
Compliance flags: ME AG >90d · 115dME resident >60d · 112d
Discovery-date grounding: occurrence dateThe stored discovery date equals the breach OCCURRENCE date. Detection is normally later, so this OVERSTATES the delay — a 'late' verdict here may not be real.
Clock breakdown: Statute Window Elapsed Threshold Status
Maine
Discovered: Jul 15, 2024
→ Filed with AG: Nov 7, 2024
115d 90 days ME AG >90d
Maine
Discovered: Jul 15, 2024
→ Notified: Nov 4, 2024
112d 60 days (analyst band; statutory cap is 30 days) ME resident >60d

Statute	Window	Elapsed	Threshold	Status
Maine	Discovered: Jul 15, 2024 → Filed with AG: Nov 7, 2024	115d	90 days	ME AG >90d
Maine	Discovered: Jul 15, 2024 → Notified: Nov 4, 2024	112d	60 days (analyst band; statutory cap is 30 days)	ME resident >60d

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

Massachusetts State AG+3d

Maine 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.maine.gov/agviewer/content/ag/985235c7-cb95-4be2-8792-a1252b4f8318/6f7868b6-6d1c-416c-84c4-1dcff44fb447.html
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: f4b7c0b662fe564214b214bee777197c564986b121a96747aa0fdfbab90faf96

Linked disclosures

Regulatory filings (4) · sorted by filing gap

Reporting entityConstangy, Brooks, Smith & Prophete, LLP

Victim entityCustom Wealth Management

Incidentdiscovered Jul 15, 2024

Stated responseTook steps to secure its email environment

ComplianceME AG >90d

Extraction provenanceno artifact recorded

Source provenancewww.maine.gov