EP Wealth Advisors Reports Data Security Incident to California Regulators

EP Wealth Advisors, LLC, a financial advisory firm, has reported a data security incident that may have exposed personal information. The company formally filed details of the event with California authorities on March 6, 2026, following the incident's discovery on February 2, 2026. This disclosure indicates the firm is actively investigating the scope and nature of the unauthorized access.

The details regarding how the breach occurred remain unspecified in public records submitted to state regulators. Similarly, the specific types of personal information that may have been accessed were not detailed in the available public filing information. EP Wealth Advisors has stated that an investigation into the matter is currently underway to fully understand the impact.

Individuals who receive direct notification from EP Wealth Advisors about this incident should review the letter carefully for any specific instructions they may provide. It is always wise to remain vigilant for unusual activity across your online accounts.

Consider enabling multi-factor authentication on all sensitive online accounts, such as email, banking, and financial services, if you haven't already. This adds an extra layer of security beyond just a password. Regularly review financial statements and credit reports from all three major bureaus for any unfamiliar transactions or accounts opened in your name.

You can obtain free copies of your credit report annually from each of the three major credit reporting agencies. Monitoring these reports helps identify potential fraudulent activity quickly. If you spot anything suspicious, contact the relevant financial institution and the credit reporting agency immediately.

This information is based on public data breach filings made by EP Wealth Advisors, LLC with state regulatory bodies in California. Such filings are intended to keep the public informed about security incidents affecting personal data.