Data Breach Notifications

Entity Information

  • Type of Organization: Financial Services
  • Entity Name: Penobscot Wealth Management, PA
  • Street Address: 1 Monument Square
  • City: Portland
  • State, or Country if outside the US: ME
  • Zip Code: 04101

Submitted By

  • Name: David Sherman
  • Title: Partner
  • Firm name (if different than entity): Baker & Hostetler LLP
  • Telephone Number: (215) 564-8380
  • Email Address: dsherman@bakerlaw.com
  • Relationship to entity whose information was compromised: Outside Counsel

Breach Information

  • Total number of persons affected (including residents): 991
  • Total number of Maine residents affected: 811
  • If the number of Maine residents exceeds 1,000, have the consumer reporting agencies been notified:
  • Date(s) Breach Occured: July 16, 2024
  • Date Breach Discovered: October 28, 2024
  • Description of the Breach:
    • External system breach (hacking)
  • Information Acquired - Name or other personal identifier in combination with:

Notification and Protection Services

  • Type of Notification: Written
  • Date(s) of consumer notification: July 07, 2025
  • Copy of notice to affected Maine residents: Penobscot_-_Maine_Attachment.pdf
  • Date of any previous (within 12 months) breach notifications:
  • Were identity theft protection services offered: Yes
  • If yes, please provide the duration, the provider of the service and a brief description of the service: One year; Equifax; Credit monitoring and identity theft protection services.