EP Wealth Advisors Files Data Breach Notice in Texas

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.