DisclosureLens
HackingFinancial ServicesFinanceCustomer Data InvolvedPIILowContained

EP WEALTH ADVISORS, LLC

bd_7337e131d5c5abd8 · schema v1 · pii pii-v1

Severity

Low

Discovered

Filed

Mar 6, 2026

To disclose

Affected

Not disclosed

Linked

8 filings

Confidence

67%
Full breach record for EP WEALTH ADVISORS, LLC2 incidents on file

EP Wealth Advisors, LLC filed a breach notification with the California AG for an incident dated February 2, 2026. The notice states EP Wealth's operations were not disrupted, no indication of public disclosure or misuse of the affected data, and clients continued to be served without interruption. Affected individuals were notified and provided guidance on fraud alerts, credit freezes, and credit monitoring resources.

Incident timeline

Feb 2, 2026

Begins

Mar 6, 2026

Filed

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

Show 3 more filingsup to 17d gap

Filing propagation · 8 filings · 8 states

View merged incident ↗

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.