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

EP WEALTH ADVISORS, LLC

bd_8a899a7cf01b15ee · schema v1 · pii pii-v1

Severity

High

Discovered

Feb 2, 2026

Filed

Mar 21, 2026

To disclose

7 weeks

Affected

2,313state residents only

Linked

8 filings

Confidence

69%

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

EP Wealth Advisors, LLC reported a cybersecurity incident on March 21, 2026, to the Washington Attorney General. On February 2, 2026, unauthorized access was gained via compromised employee credentials. The attacker accessed personal client data, including names, SSNs, and financial account numbers, affecting 2,313 Washington residents. Notices were sent starting March 10, 2026, offering 24 months of credit monitoring.

J jump to incidentP pin to compareR raw source

Washington clock⏱ WA AG >30d7 weeks discovery → filing

⚠ occurrence dateThe stored discovery date equals the breach OCCURRENCE date. Detection is normally later, so this OVERSTATES the delay — a 'late' verdict here may not be real.

Incident timeline

discovery → filing · 7 weeks / 47 days

Feb 2, 2026

Begins

Feb 2, 2026

Discovered

Mar 21, 2026

Filed

vs. sector median

2 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

Massachusetts State AGbd_7921c4c3ed97dee72026-03-21Verified
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 Servicesllm

Discovered: Feb 2, 2026
Breach occurred: Feb 2, 2026
Undetected for: 0 daysoccurrence → discovery
Materiality determined: —
Notification sent: Mar 10, 2026
Affected individuals: 2,313state-resident count only
Data types: Identity (basic)Government IDFinancial account
Data elements: NameSocial Security numberDriver's licence numberFinancial account numberDate of birth
WA-stated cause: Unauthorized Access
WA-stated duration: lifecycle 0dexposure 0d
WA-stated discovery: Found while ongoingContained same day
Attack vector: Unauthorized Access
MITRE ATT&CK: T1078 Valid Accounts
Threat actor: ExternalFinancial
Regulator citations: reported the incident to law enforcement
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
Began sending notice to individuals on March 10, 2026 via First Class Mail
Established a call center to respond to questions
Offering individuals 24 months of free credit monitoring services through Experian
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: 7 weeks(47 days from discovery to filing)
Compliance flags: WA AG >30d
Discovery-date grounding: occurrence dateThe stored discovery date equals the breach OCCURRENCE date. Detection is normally later, so this OVERSTATES the delay — a 'late' verdict here may not be real.

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

Massachusetts State AG+16d

Washington 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://agportal-s3bucket.s3.amazonaws.com/databreach/BreachA37334.pdf
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: 04f4eb0ef8348348be09da7a54b85ffdb92fd5031e21134cd7b3ca645c6d50ca

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

ComplianceWA AG >30d

Extraction provenanceno artifact recorded

Source provenanceagportal-s3bucket.s3.amazonaws.com