HackingFinancial ServicesFinanceStolen CredentialsData ExfiltratedCustomer Data InvolvedIdentity (basic)Government IDFinancial accountMediumActive

EP WEALTH ADVISORS, LLC

bd_31fe71c797514b43 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Feb 2, 2026

Filed

Mar 5, 2026

To disclose

4 weeks

Affected

277state residents only

Linked

8 filings

Confidence

66%

Full breach record for EP WEALTH ADVISORS, LLC →2 incidents on file

EP Wealth Advisors, LLC disclosed that an unauthorized party gained access to its network on February 2, 2026, by compromising an employee's credentials. The attacker accessed the network for approximately four hours before access was terminated. Personal information, including names, addresses, dates of birth, tax IDs (SSN/EIN), and financial account numbers, was acquired for 277 New Hampshire residents. The company engaged forensic experts, notified law enforcement, and is offering 24 months of credit monitoring. The investigation remains ongoing.

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Incident timeline

discovery → filing · 4 weeks / 31 days

Feb 2, 2026

Begins

Feb 2, 2026

Discovered

Mar 5, 2026

Filed

vs. sector median

4 wks faster

This filing is one of 8 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (7) · sorted by filing gap

California State AGbd_7337e131d5c5abd82026-03-06 · +1dCandidate
Oregon State AGbd_8762b96149478f642026-03-06 · +1dVerified by operator
Nebraska State AGbd_ba65f4dfc867c8c62026-03-06 · +1dVerified
Indiana State AGbd_704b38056d41865b2026-03-10 · +5dVerified by operator

Show 3 more filings ↓up to 18d gap

Massachusetts State AGbd_7921c4c3ed97dee72026-03-21 · +16dVerified
Washington State AGbd_8a899a7cf01b15ee2026-03-21 · +16dVerified by operator
Texas State AGbd_a69ffa0aa6aa4f052026-03-23 · +18dVerified by operator

Name: EP WEALTH ADVISORS, LLC
norm: ep wealth advisors

Name: EP WEALTH ADVISORS, LLC
norm: ep wealth advisors
Industry: Financial Servicesllm

Discovered: Feb 2, 2026
Breach occurred: Feb 2, 2026
Undetected for: 0 daysoccurrence → discovery
Materiality determined: —
Notification sent: Mar 6, 2026
Affected individuals: 277state-resident count only
Data types: Identity (basic)Government IDFinancial account
Data elements: Social Security numberDate of birth
Attack vector: Unauthorized Access
MITRE ATT&CK: T1078 Valid AccountsT1041 Exfiltration Over C2 Channel
Threat actor: External
Regulator citations: Provided notice to the New Hampshire Attorney General
Initial access: valid_credentials

During the incident: Launched an investigation with the support of outside cybersecurity experts
Took steps to terminate and prevent any unauthorized access
Reported the incident to law enforcement
Activated our incident response protocols
Terminated the unauthorized access within a matter of hours
Offering individuals 24 months of free credit monitoring services through Experian
Established a call center to respond to questions
Changes made: Continue to monitor and improve our capabilities to detect any persistent threats and avoid future unauthorized access
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 4 weeks(31 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 8 filings · 8 states

View merged incident ↗

New Hampshire State AGMar 5 · first · this page

California State AG+1d

Oregon State AG+1d

Nebraska State AG+1d

Indiana State AG+5d

Massachusetts State AG+16d

Washington State AG+16d

Texas State AG+18d

Pattern: first filing Mar 5 (NH), last Mar 23 (TX) — a 18-day rolling notification. Rolling spreads often mean counsel is filing as thresholds trip per state. Why this link?

Evidence ladder

Leak-site claim

Attacker assertion only. Establishes: claim date, group, alleged victim.

Press / market report

Unlocks: incident narrative, operational impact. Still no compliance clock.

State AG / regulator filingThis record

Unlocks: discovery date, data types, affected count, compliance clock.

SEC 8-K / victim statement

Unlocks: materiality, stated response, full audit trail. Ceiling removed.

Source URL: https://mm.nh.gov/files/uploads/doj/remote-docs/ep-wealth-20260305.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Mar 5, 2026
Raw hash: 0332ac1545673dd6d0cb2f60a8be8048a07099dc42d83196ecec15e91e4c3ff0

Linked disclosures

Regulatory filings (7) · sorted by filing gap

Reporting entityEP WEALTH ADVISORS, LLC

Victim entityEP WEALTH ADVISORS, LLC

Incidentdiscovered Feb 2, 2026

Stated responseLaunched an investigation with the support of outside cybersecurity experts

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancemm.nh.gov