Clustered 4 filings across 4 jurisdictions · filing window Nov 4, 2024 → Nov 7, 2024. View entity profile → Other incidents for this victim →
incident inc_94396f2be14547c0 · merge_method deterministic · confidence 100%
Discovered → first regulatory filing
Range of discovered_at dates across filings
IN ME NH VT
Time between earliest and latest filing
Not recorded for this incident
Leak precedence · Materiality delta · SEC filing delay — no leak-site claim in this cluster; no SEC 8-K in this cluster.
all State AG
per-filing reported counts
State AGs report only their own residents; bars show per-filing counts.
Earliest sighting first · deep chronology in Litigation Timeline
May 8, 2024
When the intrusion reportedly occurred, per the linked filings
Jul 15, 2024
Reported by NEW HAMPSHIRE AG, VERMONT AG filings
Oct 7, 2024
Reported by MAINE AG filing
About this clustering
DisclosureLens links filings into incidents through layered matchers: deterministic rules (same source document, multistate filings of one breach, tight-window same-victim pairs), a weighted-similarity scorer for cross-source candidates, and an operator review queue for everything uncertain. Each link records its own method and confidence — shown per filing in the timeline below. The system defaults to NOT merging when uncertain, because a false merge (collapsing two unrelated breaches) is more harmful than a false split (showing related filings separately); uncertain pairs route to human review instead of auto-merging. Filing summaries shown in the timeline are AI-generated extracts — verify each against its linked source.
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.
Affected (this filing): 2
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.
Affected (this filing): 2,986
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.
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.
Affected (this filing): 1