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Custom Wealth Management

Disclosed Nov 4, 20241 year ago2,986 affectedConfirmed

Official notice

What is known

People affected2,986 (as reported by the organization)
DisclosedNov 4, 2024
HappenedMay 8, 2024
AttackNot stated
Data exposedNot stated
SectorFinance · US
StatusConfirmed

Sources

Notices filed

WhereFiledPeople
Vermont AGresidents of VTNov 4, 2024
Indiana AGresidents of INNov 4, 20248
History of this record
  • 2026-09-25 · records_basis: empty to organization · backfill source
  • 2026-09-25 · records: empty to 2986 · backfill source
  • 2026-09-25 · occurred: empty to 2024-05-08 · backfill source
  • 2026-09-25 · added · backfill source

First seen 2026-09-25 (Vermont AG), confirmed by Vermont AG. Record counts are as reported. Not legal advice.

Everything about Custom Wealth Management

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