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Confirmed

EP Wealth Advisors: client data copied using compromised employee credentials

On February 2, 2026, EP Wealth discovered unauthorised activity on its network involving one employee’s compromised credentials and terminated it within hours; the unauthorised party obtained copies of data, including from client relationship tools.

Last updated: 2026-11-09

Overview

Data obtained included names, addresses, email addresses, dates of birth, tax IDs (SSN or EIN) and in many cases financial account numbers. Also filed with the Washington AG on March 21, 2026. No total is given.

Timeline

  1. Occurred
  2. Discovered
  3. Disclosed

Organization response

Per the notice, the organisation investigated and contained the incident, notified individuals and offered monitoring or protective resources.

What you can do

Verify notices through official channels, avoid links in unexpected messages, do not provide credentials, and review credit reports and statements.

Sources

  1. California AG data breach report: EP Wealth Advisors, LLCCalifornia Department of Justice, Office of the Attorney General · 2026-11-09
  2. Sample consumer notice filed with California AG (EP Wealth Advisors, LLC)California Department of Justice, Office of the Attorney General · 2026-11-09

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