EP Wealth Advisors Data Breach Investigation

EP Wealth Advisors is a financial planning and investment management firm headquartered in Torrance, California. The company operates more than 60 offices nationwide and manages approximately $42 billion in assets annually. EP Wealth Advisors recently reported a data breach that may have exposed sensitive personal and financial information. According to publicly available information, the breach was discovered on February 2, 2026, and reported to the California Attorney General’s Office on March 6, 2026. The information potentially involved in the breach may include names, dates of birth, addresses, financial account numbers, and tax identification numbers such as Social Security numbers or EINs. At this time, EP Wealth Advisors has not publicly disclosed the exact scope of the incident or the number of individuals affected. If you or someone you know receives a notification letter about the data breach and would like additional information about your legal rights, you can contact Goldenberg Schneider, LPA by calling 513-982-1569, sending an email to [email protected] or completing the “Contact Us” form to the right.