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.

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.

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.

Custom Wealth Management reported a data breach to the Indiana Attorney General. The breach occurred on 2024-05-08 and was reported on 2024-11-04. 8 Indiana residents were affected. 2,986 individuals affected in total.

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.