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Investigation OpenTX AG filing · March 23, 2026

EP Wealth Advisors Files Data Breach Notice in Texas

EP Wealth Advisors, LLC has filed a data breach notification with Texas regulators, disclosing an incident that occurred in early 2026. This official filing indicates that some personal information was potentially affected. Individuals who receive notices from EP Wealth Advisors should carefully review the information provided and consider general data protection steps.

State
TX
Breach date
February 2, 2026
Reported
March 23, 2026

EP Wealth Advisors, LLC, a financial advisory firm, has submitted an official data breach notification to authorities in Texas. The company's filing on March 23, 2026, reported a security incident that occurred on February 2, 2026.

The public filing from EP Wealth Advisors does not specify the exact nature of the security breach. However, it indicates that the incident involved the compromise of personal information. The specific types of data affected are not detailed in the public record.

The filing also does not provide information on the number of individuals whose data may have been involved in this incident. EP Wealth Advisors has stated that the incident is currently under investigation.

For individuals who receive a notification letter from EP Wealth Advisors concerning this event, it is important to read the letter thoroughly. The notification should provide specific information relevant to your situation and any recommended actions from the company.

In general, individuals should remain vigilant by regularly monitoring their financial accounts and credit reports for any unusual activity. It is also wise to be cautious of unsolicited communications, such as emails or phone calls, that may attempt to solicit personal details or financial information.

This information is based on the official public data breach filing made by EP Wealth Advisors, LLC with Texas regulatory bodies, as maintained in public records.

What to do if you were affected

These general steps can help limit the risk of identity theft and fraud after any data breach.

  • Stay alert to targeted scams

    Be cautious of calls, texts, or emails that reference this breach. Legitimate organizations won't ask you to confirm sensitive details through an unsolicited message.

  • Keep your notification letter

    Save the notice you received. It documents that your information was involved and is often needed to enroll in any credit monitoring offered or to join a related legal claim.

What to know about the EP Wealth Advisors, LLC data breach

Where can I see the official EP Wealth Advisors, LLC breach notice?
EP Wealth Advisors, LLC's report is published by the TX Attorney General: https://oag.my.site.com/datasecuritybreachreport/apex/DataSecurityReportsPage#BR-0004928 Compare it with the letter you received to confirm the dates and details match.
What should I do after getting the EP Wealth Advisors, LLC data breach notice?
Keep the letter and the envelope, and note the date it arrived. Freeze your credit with Equifax, Experian and TransUnion, change any passwords the notice mentions, and sign up for any free credit monitoring the letter offers. Then check whether you may have a claim.
Is the EP Wealth Advisors, LLC data breach letter legit or a scam?
A notice from EP Wealth Advisors, LLC in the mail matches the breach EP Wealth Advisors, LLC reported to the TX Attorney General on March 23, 2026. Check that the company name and dates in your letter match that filing. A real notice of data security incident won't ask for your password, Social Security number or a payment — if it does, contact EP Wealth Advisors, LLC through a phone number or website you find yourself.
Did EP Wealth Advisors, LLC offer free credit monitoring?
Look for an enrollment code in your EP Wealth Advisors, LLC notice. Companies that offer free credit monitoring after a breach usually include it there, with a deadline to activate. Enrolling does not give up your right to bring a claim.
Can I sue EP Wealth Advisors, LLC over the data breach?
It depends on what was exposed, the law in TX and your own state, and whether you've been harmed. Most people take part through a class action rather than suing alone. Keep your notification letter — it's the proof that connects you to the breach.
Is there a EP Wealth Advisors, LLC data breach class action lawsuit?
Law firms often open an investigation after a breach notice like this one, and a class action lawsuit may follow. This page doesn't confirm that a lawsuit has been filed against EP Wealth Advisors, LLC. You usually don't have to join a class action to be included — if a settlement is reached, class members are notified and can file a claim.
How much could a EP Wealth Advisors, LLC data breach settlement or claim be worth?
There is no set amount, and no EP Wealth Advisors, LLC settlement is confirmed here. In past data breach settlements, payments depended on what data was exposed and on documented losses — fraud, out-of-pocket costs and time spent dealing with the breach. Keep receipts and records; they're what damages claims are built on.
Do I need a EP Wealth Advisors, LLC data breach lawyer or attorney?
An attorney can read your notice and tell you whether a claim makes sense. A case review here is free, and data breach cases are usually handled on contingency, so there is no upfront cost.

Source: TX Attorney General filing

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EP Wealth Advisors, LLC Data Breach 2026: Filing Record