EP WEALTH ADVISORS, LLC
ent_019e57c01e265f74fa54a7b1e9ed1ea5
Disclosures
9
State AG · 8 jurisdictions
Multi-filing incidents
1
incidents joining 2+ filings here
Max affected reported
53,952
nationwide · State AG TX
Leak-site claims
0
none in sample
Identity resolution
- Canonical name
- EP WEALTH ADVISORS, LLC
- Normalized
- ep wealth advisors— dedupe via name-norm; Microsoft / MSFT collapse to one row
- GLEIF LEI
- 254900EMIFA00FZWU856
- SEC EDGAR CIK
- None — not an SEC registrant
- Domain
- None on record
Disclosure history (9)newest first
- Texas State AGas victim2026-03-23
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.
- Massachusetts State AGas victim2026-03-21
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.
- Washington State AGas victim2026-03-21
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.
- Indiana State AGas victim2026-03-10
EP Wealth Advisors LLC reported a data breach to the Indiana Attorney General. The breach occurred on 2026-02-02 and was reported on 2026-03-10. 146 Indiana residents were affected. 53,952 individuals affected in total.
- California State AGas victim2026-03-06
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.
- Oregon State AGas victim2026-03-06
EP Wealth Advisors, LLC reported a data breach to the Oregon Attorney General. The breach was reported on 2026-03-06. The breach occurred during 2/2/2026 - 2/2/2026. The breach was discovered on 2/2/2026. 47,043 individuals were affected. Notice was sent on 3/6/2026.
- Nebraska State AGas victim2026-03-06
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.
- New Hampshire State AGas victim2026-03-05
EP Wealth Advisors, LLC disclosed that an unauthorized party gained access to its network on February 2, 2026, by compromising an employee's credentials. The attacker accessed the network for approximately four hours before access was terminated. Personal information, including names, addresses, dates of birth, tax IDs (SSN/EIN), and financial account numbers, was acquired for 277 New Hampshire residents. The company engaged forensic experts, notified law enforcement, and is offering 24 months of credit monitoring. The investigation remains ongoing.
- Indiana State AGas victim2020-11-03
EP Wealth Advisors, LLC reported a data breach to the Indiana Attorney General. The breach occurred on 2020-06-15 and was reported on 2020-11-03. 1 Indiana residents were affected. 134 individuals affected in total.