UnknownFinancial ServicesFinanceGovernment IDFinancial accountHigh

EP WEALTH ADVISORS, LLC

bd_7921c4c3ed97dee7 · schema v1 · pii pii-v1

Severity

High

Discovered

—

Filed

Mar 21, 2026

To disclose

—

Affected

1,367state residents only

Linked

8 filings

Confidence

95%

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

EP Wealth Advisors, LLC reported a data breach to the Massachusetts Office of Consumer Affairs and Business Regulation. The breach was reported on 2026-03-21. 1,367 Massachusetts residents were affected.

J jump to incidentP pin to compareR raw source

Massachusetts clock✓ MA credit monitoring due

⚠ no discovery dateNo discovery date was extracted, so no notification clock can be evaluated.

Incident timeline — partial

? — ?

Breach window unknown

Mar 21, 2026

Filed

—

Corroborated · see linked filings

Compliance clocks stay unassessable until a regulatory filing lands. Dashed segments fill in automatically when corroboration arrives.

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

Washington State AGbd_8a899a7cf01b15ee2026-03-21Verified by operator
Texas State AGbd_a69ffa0aa6aa4f052026-03-23 · +2dVerified by operator
Indiana State AGbd_704b38056d41865b2026-03-10 · +11dVerified by operator
California State AGbd_7337e131d5c5abd82026-03-06 · +15dCandidate

Show 3 more filings ↓up to 16d gap

Oregon State AGbd_8762b96149478f642026-03-06 · +15dVerified by operator
Nebraska State AGbd_ba65f4dfc867c8c62026-03-06 · +15dVerified
New Hampshire State AGbd_31fe71c797514b432026-03-05 · +16dVerified

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

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

Discovered: —
Materiality determined: —
Notification sent: —
Affected individuals: 1,367state-resident count only
Data types: Government IDFinancial account
Data elements: Social Security numberFinancial account numberDriver's licence number
Stated not affected: Medical informationPayment card number
The filing states these were not involved. Categories absent from both lists were not addressed either way.
Attack vector: Unknown

Compliance flags: MA credit monitoring due
Discovery-date grounding: no discovery dateNo discovery date was extracted, so no notification clock can be evaluated.

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 8 filings · 8 states

View merged incident ↗

New Hampshire State AGMar 5 · first

California State AG+1d

Oregon State AG+1d

Nebraska State AG+1d

Indiana State AG+5d

Washington State AG+16d

Massachusetts State AG+16d · this page

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://www.mass.gov/doc/data-breach-report-2026/download
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Mar 21, 2026
Raw hash: e9499c79f3eac03bdd4b0c4e0c6aba3d92aed395572a6cece027443ae1de00ae

Linked disclosures

Regulatory filings (7) · sorted by filing gap

Reporting entityEP WEALTH ADVISORS, LLC

Victim entityEP WEALTH ADVISORS, LLC

IncidentUnknown

ComplianceMA credit monitoring due

Extraction provenanceno artifact recorded

Source provenancewww.mass.gov