EP Wealth Data Breach Lawsuit Investigation
EP Wealth is informing clients of a network intrusion that exposed highly sensitive personal and financial information. If you received a breach notification from the firm, you may be entitled to compensation and complimentary identity-protection services.
What Happened?
EP Wealth Advisors, LLC (“EP Wealth”) discovered unauthorized activity on its network on February 2, 2026. The investigation determined that one employee’s credentials had been compromised, granting an outside party access to internal systems and customer-relationship management tools. The company states it cut off access within hours and subsequently notified the California Attorney General on March 6, 2026.
Data Exposed
The following categories of information were copied by the intruder:
Name
Address
Email address
Date of birth
Tax ID (Social Security number or Employer Identification Number)
Financial account numbers
Other data shared with EP Wealth regarding you or family members
EP Wealth’s Response
To mitigate potential harm, EP Wealth is:
Providing two years of Experian IdentityWorks credit monitoring, identity restoration, and up to $1 million in identity-theft insurance at no cost.
Offering enrollment support via Experian at 833-931-7669, Monday–Friday, 8 a.m.–8 p.m. CT.
Advising clients to review credit reports and account statements for the next 24 months, place fraud alerts, and remove fraudulent items.
Your Legal Options
Financial institutions must safeguard client data under state and federal law. Individuals affected by the EP Wealth breach may be able to:
Seek monetary damages for time and expenses spent addressing fraud risks.
Obtain reimbursement for identity-theft losses.
Pursue stronger data-security practices through injunctive relief.
Our experienced privacy attorneys are investigating whether EP Wealth employed reasonable security measures before the incident.
Timeline of Key Events
February 2, 2026 — Discovery: Unauthorized activity detected; account access terminated within hours.
March 6, 2026 — Public Disclosure: Breach reported to the California Attorney General and notices mailed to affected individuals.
June 30, 2026 — Enrollment Deadline: Impacted clients must activate free Experian IdentityWorks services by this date.
Recommended Next Steps for Impacted Clients
Enroll in the complimentary Experian IdentityWorks program before the June 30 deadline.
Monitor bank, brokerage, and credit-card statements for unfamiliar activity.
Obtain free credit reports at AnnualCreditReport.com and consider placing a fraud alert or security freeze.
Keep all correspondence from EP Wealth; it may be needed to prove eligibility for any future settlement.
Company Overview
EP Wealth Advisors, LLC (EP Wealth) is a Torrance, California-based registered investment adviser providing wealth-management and financial-planning services.
Website: epwealth.com
Headquarters: 21515 Hawthorne Blvd, Suite 1200, Torrance, CA, USA
Founded: 1999
Industry: Financial Services
Employee Count: Over 600
Parent Entity: Berkshire Partners
Sources
Impacted Entities
Frequently Asked Questions
I received a data breach letter from EP Wealth — what should I do?
Follow the instructions in the letter, enroll in the free Experian IdentityWorks service by June 30, 2026, and monitor your financial accounts closely. Consider a legal review to understand your rights.
How do I submit a claim related to the EP Wealth data breach?
No lawsuit or settlement is currently announced. You can document your losses and contact a data-privacy attorney to explore filing a claim or joining a potential class action.
Am I eligible to join a lawsuit against EP Wealth?
If your personal information was included in the breach notification, you may qualify. Eligibility often depends on residency, type of data exposed, and damages incurred. Seek a free case evaluation.
What information did the EP Wealth breach expose?
Names, addresses, email addresses, dates of birth, tax IDs (SSN/EIN), financial account numbers, and other details shared with the firm were compromised.
Did EP Wealth offer credit monitoring, and for how long?
Yes. EP Wealth is providing two years of Experian IdentityWorks, which includes credit monitoring, identity restoration, and up to $1 million in identity-theft insurance.
How many people were affected by the EP Wealth breach?
EP Wealth’s public notice did not state the total number of impacted individuals.
How can I get the official breach notice (PDF) for EP Wealth?
You can download the California Attorney General filing directly here.
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