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EP Wealth Advisors, LLC data breach

EP Wealth Advisors, LLC has filed notice with the Oregon Attorney General concerning a data breach reported in March 2026. This incident indicates that personal information held by the financial services firm may have been accessed by unauthorized parties. Individuals who received a notification should carefully review it to understand the potential impact.

Docket sheet

Company
EP Wealth Advisors, LLC
Venue
Oregon Attorney General
Filed
March 6, 2026
People affected
Not stated
Status
Investigation Open

Where this breach stands

  1. 1

    Breach occurredFebruary 2, 2026

    Date of the incident as stated in the filing.

  2. 2

    Reported to the Oregon Attorney GeneralMarch 6, 2026

    The company filed a breach notification with the state regulator.

  3. 3

    Attorney reviewCurrent stage

    Current status: Investigation Open. Our office is reviewing whether affected people may have claims.

  4. 4

    Your case review

    Got a letter about this breach? Submit it for a free, confidential review.

Clerk's notes

EP Wealth Advisors, LLC, a firm specializing in wealth management and financial planning, formally reported a data security incident to the Oregon Attorney General on March 6, 2026. The company disclosed that this breach occurred on February 2, 2026.

The filing indicates that unauthorized individuals may have gained access to personal information maintained by EP Wealth Advisors. Given the nature of the company's services, they typically manage sensitive client data, making any unauthorized access a serious concern for affected individuals.

If you received a data breach notification letter from EP Wealth Advisors, it is important to review it thoroughly. This document should offer specific details about the incident and which of your data may have been involved, as well as any steps the company is taking.

While the specific categories of information involved were not detailed in the public report, it is always prudent to take protective measures. We recommend closely monitoring your financial accounts and credit reports for any suspicious or unusual activity that could indicate misuse of your data.

Navigating the aftermath of a data breach can be overwhelming. For those impacted by the EP Wealth Advisors data breach, understanding your rights and potential next steps is key. You may be eligible for a free case review to discuss your situation and explore any available legal avenues. This review does not create an attorney-client relationship.

If a notification letter about this breach reached you, see every Oregon data breach on file or browse all cases.

Other Oregon docket entries

Attorney advertising. A docket entry reflects a public regulator filing and our review status; it does not mean a lawsuit has been filed. Submitting a review request does not create an attorney-client relationship.