EP Wealth Advisors Data Breach Lawsuit Investigation
Published: March 6, 2026 | By Nikki Feig, Marketing Manager & Senior Writer

EP Wealth Advisors Data Breach: What You Need to Know

EP Wealth Advisors, LLC has reported a data breach affecting numerous individuals after unauthorized access to its network was discovered on February 2, 2026. The breach potentially exposed sensitive personal information, impacting individuals across California.

Timeline of Events

The breach was discovered on February 2, 2026, when EP Wealth Advisors detected unauthorized activity involving an employee's compromised credentials. The company quickly responded and terminated the access within hours. The incident was reported to California authorities on March 6, 2026.

Impact Summary

While the exact number of individuals affected has not been disclosed, the breach impacted individuals primarily in California.

Information Exposed

In California, the unauthorized party obtained sensitive information, including:

  • Name
  • Address
  • Email address
  • Date of birth
  • Tax ID (Social Security number or Employer Identification Number)
  • Financial account numbers

What Affected Individuals Should Do

Individuals are advised to enroll in the two-year credit monitoring service provided by Experian, which includes identity theft insurance and restoration services. Additionally, affected individuals should regularly review their credit reports and account statements for any unauthorized activity.

Company Response

EP Wealth Advisors is offering affected individuals two years of free credit monitoring through IdentityWorks by Experian. This service includes up to $1 million in identity theft insurance and full-service identity restoration. Individuals can enroll online or by phone, with details provided in personal notifications.

FAQ

Was my data exposed in the EP Wealth Advisors, LLC data breach?

If you are a client of EP Wealth Advisors in California, your personal information, including your name, address, and financial details, may have been exposed.

What information was stolen in the EP Wealth Advisors, LLC data breach?

The breach involved sensitive information such as names, addresses, email addresses, dates of birth, tax IDs, and financial account numbers.

How do I know if I was affected by the EP Wealth Advisors, LLC breach?

EP Wealth Advisors has notified affected individuals directly. If you have not received a notification, you are likely not affected.

Is there a lawsuit for the EP Wealth Advisors, LLC data breach?

As of now, there has been no public information regarding any lawsuits related to the EP Wealth Advisors data breach.

What should I do if my data was exposed in the EP Wealth Advisors, LLC breach?

Enroll in the credit monitoring service offered, review your financial statements regularly, and report any suspicious activity to EP Wealth Advisors or your financial institution.

How do I get free credit monitoring from EP Wealth Advisors, LLC?

Affected individuals were provided with instructions and an activation code to enroll in Experian’s IdentityWorks credit monitoring service.

Official Sources

Official Notice Documents

The following are official data breach notification documents filed with state attorneys general.

File a Claim