HackingFinancial ServicesFinanceCustomer Data InvolvedIdentity (basic)LowContained

Custom Wealth Management

bd_f9e1a392902a5c52 · schema v1 · pii pii-v1

Severity

Low

Discovered

Jul 15, 2024

Filed

Nov 4, 2024

To disclose

16 weeks

Affected

Not disclosed

Linked

5 filings

Confidence

67%

Full breach record for Custom Wealth Management →

Custom Wealth Management notified consumers of a data security incident where suspicious activity was detected in their email environment on July 15, 2024. An investigation determined that one individual's mailbox may have been accessed without authorization, potentially exposing client personal information such as names. The company engaged an independent team for review, secured the email tenant, and implemented additional security features. Complimentary credit monitoring and identity protection services are being offered to affected individuals.

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Vermont clock✗ VT AG >45 bday16 weeks discovery → filing

Incident timeline

discovery → filing · 16 weeks / 112 days

Jul 15, 2024

Discovered

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

New Hampshire State AGbd_09dd5b74a5d73c132024-11-04Verified
Indiana State AGbd_eef63ca901f733042024-11-04Verified
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: —
Notification sent: Nov 4, 2024
Affected individuals: Not disclosed
Data types: Identity (basic)
Attack vector: Unknown
MITRE ATT&CK: T1114 Email Collection

During the incident: Took steps to ensure the security of our email tenant
Launched an investigation to determine what happened
Engaged an independent team to conduct a comprehensive review of all potentially affected data
Implemented additional security features to reduce the risk of a similar incident occurring in the future
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: VT AG >45 bday
Discovery-date grounding: letter-groundedThe discovery date is the detection date narrated in the notification letter — the defensible tier.

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 · 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://ago.vermont.gov/document/2024-11-04-custom-wealth-management-data-breach-notice-consumers
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: 5a4f51f32dc9ffc0ebb63f8cb4918ff79db40333ed5c6f3725b5fcc737ecc703

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 ensure the security of our email tenant

ComplianceVT AG >45 bday

Extraction provenanceno artifact recorded

Source provenanceago.vermont.gov