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Investigation OpenCA AG filing · March 6, 2026

EP Wealth Advisors Investigating February 2026 Data Incident

EP Wealth Advisors, LLC reported a data security incident that occurred on February 2, 2026. The company filed notice of this event on March 6, 2026, and is currently investigating to determine the full scope. Individuals whose personal information may have been involved should remain vigilant.

State
CA
Breach date
February 2, 2026
Reported
March 6, 2026

EP Wealth Advisors, LLC has formally disclosed a data security incident that took place on February 2, 2026. The company submitted its official filing regarding this event on March 6, 2026, indicating that an investigation is actively underway to assess the full nature and extent of the incident.

The public records available at this time do not specify the exact types of personal information that may have been exposed or accessed during this security event. Similarly, the number of individuals potentially affected by this incident has not been detailed in the company's filing.

For those who may receive a direct notification from EP Wealth Advisors, LLC, it is important to carefully review that correspondence. Such official communications are intended to provide specific details relevant to your situation, including whether your information was involved.

As a general protective measure, it is advisable to closely monitor your financial accounts and credit reports for any unusual or unauthorized activity. Many financial institutions and credit bureaus offer free monitoring services that can alert you to suspicious changes.

Additionally, exercise caution with any unsolicited communications, whether by email, phone, or text message, that claim to be from EP Wealth Advisors or other entities and request your personal information. These could be phishing attempts. Always verify the legitimacy of such requests directly with the company through official channels.

Source: CA Attorney General filing

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