Custom Wealth Management
ent_ac9c82d19b18314bd8c9b9c4
Disclosures
4
State AG · 4 jurisdictions
Incidents
1
filings grouped by incident
Max affected reported
2,986
nationwide · State AG IN
Leak-site claims
0
none in sample
Identity resolution
- Canonical name
- Custom Wealth Management
- Normalized
- custom wealth management— dedupe via name-norm; Microsoft / MSFT collapse to one row
- GLEIF LEI
- No match
- SEC EDGAR CIK
- None — not an SEC registrant
- Domain
- None on record
Disclosure history (4)newest first
- 🦞Maine State AGas victim2024-11-07
Custom Wealth Management, a financial services company, reported a data breach affecting one Maine resident. The breach occurred on July 15, 2024, and was discovered on October 7, 2024. Affected individuals were notified on November 4, 2024, and offered 12 months of credit and dark web monitoring services through IDX.
- ⛰️New Hampshire State AGas victim2024-11-04
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.
- 🏎️Indiana State AGas victim2024-11-04
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.
- 🍁Vermont State AGas victim2024-11-04
Custom Wealth Management notified Vermont consumers of a data breach occurring around July 15, 2024. Unauthorized access to one individual's email mailbox was identified following suspicious activity. The incident may have exposed names and other personal information. No conclusive evidence of misuse was found. CWM engaged forensic reviewers and offered complimentary credit monitoring and identity protection services through IDX.