DisclosureLens
HackingFinancial ServicesFinanceStolen CredentialsCustomer Data InvolvedIdentity (basic)Government IDFinancial accountMediumContained

EP WEALTH ADVISORS, LLC

bd_ba65f4dfc867c8c6 · schema v1 · pii pii-v2

Severity

Medium

Discovered

Feb 2, 2026

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 notified affected individuals of a cybersecurity incident discovered on February 2, 2026. Unauthorized access was gained using one employee's compromised credentials. The incident exposed names, addresses, emails, dates of birth, tax IDs (SSN/EIN), and financial account numbers. EP Wealth terminated access quickly and provided two years of credit monitoring via Experian. No public disclosure or fraud was indicated.

Incident timeline

Feb 2, 2026

Discovered

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.