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Custom Wealth Management, LLC

Custom Wealth Management, LLC Vendor Cyber Rating & Cyber Score

customwealthmanagement.com
in
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ISO 27001
SOC 2 Type 1
SOC 2 Type 2
PCI DSS
HIPAA
GDPR

The path towards your financial future requires a clear vision, a detailed plan, and a dynamic team. We work with you to construct a powerful blueprint that will serve as the foundation to achieve your goals and build wealth for generations to come using our unique planning process. Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research, Inc. a Registered Investment Adviser. Cambridge and Custom Wealth Management, LLC are not affiliated.


CWML A.I CyberSecurity Scoring

Incident Details
CWML
Company Information
Website:http://customwealthmanagement.com
Employees number:8
Number of followers:64
NAICS:52
Industry Type:Financial Services
Homepage:customwealthmanagement.com
Cyber Premium EstimationGet Supply Chain
CWML Risk Score (AI oriented)
Between 650 and 699
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CWMLFinancial Services
Updated:
29/03/2026
696/1000
Weak
B
AaaAaABaaBaBCaaCaC
Powered by our proprietary A.I cyber incident model
✖ Insurance prefers TPRM score to calculate premium
CWML Global Score (TPRM)
xxxx
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CWMLFinancial Services
•••
Score locked
Instant access to detailed risk factors
Vulnerabilities
Benchmark vs. industry & size peers
Findings

CWML
CWMLWeak
Current Score
696B (WEAK)
01000
1 incidents
0 avg impact
Incident timeline with MITRE ATT&CK tactics, techniques, and mitigations.
AUGUST 2026
701Before Incident
JULY 2026
700Before Incident
JUNE 2026
700Before Incident
MAY 2026
698Before Incident
APRIL 2026
697Before Incident
MARCH 2026
696Before Incident
FEBRUARY 2026
695Before Incident
JANUARY 2026
694Before Incident
DECEMBER 2025
693Before Incident
NOVEMBER 2025
692Before Incident
OCTOBER 2025
690Before Incident
SEPTEMBER 2025
689Before Incident
JULY 2024
755Before Incident
Breach
15 Jul 2024 • CWML
Custom Wealth Management

Data Breach at Custom Wealth Management

668After Incident
HIGH-87
TEA212072725
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.
INCIDENT DETAILS -
TYPE
Data Breach
IMPACT
Data Compromised: Personal InformationSystems Affected: Employee Email AccountIdentity Theft Risk: High
DATA BREACH
Type Of Data Compromised: Personal InformationSensitivity Of Data: High
REFERENCES
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