DisclosureLens
UnknownFinancial ServicesFinanceIdentity (basic)Government IDHigh

EP WEALTH ADVISORS, LLC

bd_a69ffa0aa6aa4f05 · schema v1 · pii pii-v1

Severity

High

Discovered

Feb 2, 2026

Filed

Mar 23, 2026

To disclose

7 weeks

Affected · nationwide

53,9521,579 in this filing

Linked

8 filings

Confidence

95%
Full breach record for EP WEALTH ADVISORS, LLC2 incidents on file

EP Wealth Advisors, LLC based in Torrance, California, a financial services entity reported a data breach to the Texas Attorney General. The breach was discovered on 2026-02-02 and reported on 2026-03-23. 1,579 Texas residents were affected. 53,952 individuals affected in total. Types of information involved: Name of individual;Address;Social Security Number Information;Driver’s License number;Other. Consumers were notified via U.S. Mail.

Incident timeline

discovery → filing · ≤ 7 weeks / 49 days

Feb 2, 2026

Begins

Feb 2, 2026

Discovered

Mar 23, 2026

Filed

vs. sector median

1 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

Show 3 more filingsup to 18d 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.