EP Wealth Advisors, LLC was the subject of a data breach notification filed with the TX Attorney General. The AG filing was recorded on March 23, 2026. The breach or discovery date reported in the filing is February 2, 2026.
Data Exposed
EP Wealth Advisors, LLC was the subject of a data breach notification filed with the TX Attorney General. The AG filing was recorded on March 23, 2026. The breach or discovery date reported in the filing is February 2, 2026.
EP Wealth Advisors, LLC is a prominent, registered investment advisory firm specializing in wealth management, financial planning, estate planning, and asset allocation services for high-net-worth individuals, families, and institutional clients. Because of the fiduciary nature of their business, the firm routinely collects, processes, and stores an extensive volume of highly sensitive personal and financial data. To manage investment portfolios, execute transactions, and provide comprehensive financial strategies, EP Wealth Advisors must maintain comprehensive records containing deep insights into their clients' net worth, income streams, and private financial lives. This repository of high-value information makes the firm an attractive target for sophisticated cybercriminals and malicious threat actors seeking to exploit confidential financial information for illicit gain. In 2026, EP Wealth Advisors, LLC reported a significant data security incident to the Office of the Texas Attorney General. While the precise vectors of the attack continue to be evaluated through ongoing forensic investigations, incidents of this nature within the wealth management sector typically involve unauthorized access to internal databases, compromise of administrative credentials, or vulnerabilities within third-party vendor systems utilized for client portal management and financial reporting. Financial institutions and wealth advisory firms are increasingly targeted by advanced persistent threat groups deploying targeted malware, credential harvesting techniques, or ransomware to penetrate perimeter defenses and infiltrate secure corporate networks where non-public client information is aggregated. The data compromised in incidents involving financial institutions typically includes an array of highly sensitive identifiers, such as full legal names, Social Security numbers, dates of birth, financial account numbers, routing numbers, tax identification details, and investment portfolio histories. The exposure of this information creates severe, immediate risks for affected individuals. Unlike a stolen credit card that can be quickly cancelled, compromised Social Security numbers and detailed financial account information cannot be easily replaced. This data provides cybercriminals with the foundational building blocks required to execute sophisticated financial account takeovers, unauthorized wire transfers, fraudulent loan applications, and identity theft that can plague victims for years. Under federal and state regulatory frameworks, including the Gramm-Leach-Bliley Act (GLBA) and applicable Texas data privacy statutes, financial institutions like EP Wealth Advisors, LLC have an affirmative, statutory duty to safeguard non-public personal information. These legal obligations mandate the implementation of robust administrative, technical, and physical safeguards—such as multi-factor authentication, rigorous network monitoring, data encryption, and regular security audits—to prevent unauthorized access. The occurrence of a data breach strongly suggests a potential failure to maintain these required security protocols, raising serious questions about whether the firm lived up to its legal and fiduciary responsibilities to protect client data from foreseeable digital threats. Receiving a data breach notification letter from EP Wealth Advisors, LLC is a formal admission by the company that your confidential information was compromised due to their inadequate security infrastructure. Legally, this notification establishes the necessary standing for affected individuals to participate in a class action lawsuit aimed at holding the company accountable for its security lapses. Importantly, victims do not need to prove that they have already suffered direct financial loss or identity theft to seek legal redress; the increased risk of future harm and the cost of mitigation are sufficient. Our firm evaluates these cases on a strict contingency fee basis, meaning you pay nothing out of pocket, and we only collect a fee if we successfully recover compensation on your behalf.
Based on the data types reported, affected individuals face:
Your SSN is the master key to your identity. Once exposed, criminals can open new lines of credit, take out loans, or file taxes in your name.
Combined with a name and other leaked data, date of birth helps criminals pass identity verification questions at banks and government agencies.
What the Texas Identity Theft Enforcement and Protection Act and federal statutes entitle you to recover:
The hours spent responding to a data breach — canceling accounts, contacting credit bureaus, updating passwords, and investigating fraud — represent compensable economic harm in data breach litigation.
Once your SSN is exposed, protection becomes an ongoing expense. Plaintiffs in data breach settlements have recovered costs for credit freezes, identity protection subscriptions, and time spent dealing with fraudulent accounts — sometimes covering multiple years of exposure.
Fees charged to close and reopen accounts, issue replacement cards, or dispute fraudulent transactions are recoverable in data breach litigation. So are the costs of overdrafts, late payments, and credit damage caused by unauthorized activity.
Several state data breach laws provide for statutory minimum damages — fixed amounts recoverable per affected individual regardless of actual loss. These provisions exist specifically to make legal action viable for victims who have not yet experienced direct harm.
Note: an attorney general breach filing does not by itself establish a settlement fund, a payment amount, or a claim deadline. If an official settlement notice is later issued, rely on that notice for payment details and deadlines.
No. Under Texas Identity Theft Enforcement and Protection Act and federal law, the unauthorized exposure of your personal data — regardless of whether it has been actively misused — can be sufficient grounds for a claim. The breach itself is the injury.
Nothing. The Law Office of David S. Harris handles data breach cases on contingency — you pay zero upfront and owe nothing unless compensation is recovered.
Immediately place a free credit freeze at all three bureaus (Equifax, Experian, TransUnion). A freeze blocks new accounts from being opened in your name. Then file a complaint with the FTC at IdentityTheft.gov and contact our office — SSN exposure is one of the most serious breach types.
Banks may reverse fraudulent charges, but they are not obligated to compensate you for time lost, stress, or indirect damages. A class action claim against the breached company can recover those additional categories of harm.
State statutes of limitations for data breach claims typically run 2–4 years from the date of the breach or its discovery. Because this breach was recently disclosed, the window is open — but acting early preserves your options and strengthens the case.
Accepting free credit monitoring from EP Wealth Advisors, LLC does not waive your right to pursue legal action unless you signed a specific release waiving claims. In most cases, victims who accepted monitoring can still file.
Not necessarily. Many data breach victims are never notified directly. If your personal information was held by EP Wealth Advisors, LLC during the relevant period, you may still qualify even without receiving a letter. A free eligibility review can confirm your status.
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