Custom Wealth Management

On November 7, 2024, the Maine Office of the Attorney General reported a data breach involving Custom Wealth Management (CWM), which occurred on July 15, 2024. The breach involved unauthorized access to an employee email account, potentially affecting the personal information of up to 2,986 individuals, with one resident specifically notified. Identity theft protection services were offered to the affected individuals through IDX, including 12 months of monitoring services.

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

TPRM report: https://www.rankiteo.com/company/teamcwm

"id": "tea212072725",
"linkid": "teamcwm",
"type": "Breach",
"date": "7/2024",
"severity": "60",
"impact": "3",
"explanation": "Attack with significant impact with internal employee data leaks"

{'affected_entities': [{'customers_affected': 2986,
                        'industry': 'Finance',
                        'name': 'Custom Wealth Management',
                        'type': 'Financial Services'}],
 'attack_vector': 'Email Account Compromise',
 'data_breach': {'number_of_records_exposed': 2986,
                 'personally_identifiable_information': True,
                 'sensitivity_of_data': 'High',
                 'type_of_data_compromised': 'Personal Information'},
 'date_detected': '2024-11-07',
 'date_publicly_disclosed': '2024-11-07',
 'description': 'Unauthorized access to an employee email account, potentially '
                'affecting the personal information of up to 2,986 '
                'individuals.',
 'impact': {'data_compromised': 'Personal Information',
            'identity_theft_risk': 'High',
            'systems_affected': 'Employee Email Account'},
 'initial_access_broker': {'entry_point': 'Email Account'},
 'references': [{'date_accessed': '2024-11-07',
                 'source': 'Maine Office of the Attorney General'}],
 'response': {'remediation_measures': 'Identity theft protection services '
                                      'offered',
              'third_party_assistance': 'IDX'},
 'title': 'Data Breach at Custom Wealth Management',
 'type': 'Data Breach'}