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EP Wealth Advisors, LLC: data breach filings, state by state

EP Wealth Advisors, LLC has 4 data breach filings on record in 4 government portals. The latest was reported to Texas AG on Mar 23, 2026, with 1,579 Texas residents. Data exposed, as filed: Social Security number, Postal address, Financial / bank account, Driver's license / state ID, Date of birth, Phone number.

2,946residents counted in 2 states (TX, MA). Latest filing per state, last twelve months
53,952people in total, as reported to Texas AG on Mar 23, 2026
4filings in 4 government portals
Mar 23, 2026latest filing, Texas AG

By portal

PortalFilingsLatest reportPeople in the latest filing
Texas AG1Mar 23, 20261,579 Texas residents
Massachusetts OCABR1Mar 21, 20261,367 Massachusetts residents
Oregon DOJ1Mar 6, 202647,043 in total
California AG1Mar 6, 2026Not published

Counts are the organization's own, as filed with each agency. Most state portals count their own residents only, so no single state shows the whole incident. An organization can file more than once for the same incident, and for different ones.

Case file

Breach window
Feb 2, 2026
Discovered
No discovery date stated in the letters we read
Offered to those affected
No monitoring offer found in the letters we read
Third party named
No

Open the case fileWord document

Every filing with the agency links, each state's record against its statutory period with the citation, what the letter offers, prior incidents. Letter facts are quoted so you can check them.

The next state to file on EP Wealth Advisors, LLC reaches subscribers within the hour. With the count, the data exposed and the letter. The Team plan follows the companies and vendors you name in every state. Start a 14-day free trial.
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Every filing

OrganizationSourceStateReportedResidents affectedData exposed
EP Wealth Advisors, LLC Texas AG TX Mar 23, 2026 1,579 Social Security numberPostal addressName
EP Wealth Advisors, LLC Massachusetts OCABR MA Mar 21, 2026 1,367 Social Security numberFinancial / bank accountDriver's license / state ID
EP Wealth Advisors, LLC Oregon DOJ OR Mar 6, 2026 47,043 Not stated
EP Wealth Advisors, LLC California AG CA Mar 6, 2026 Not published Social Security numberDriver's license / state IDFinancial / bank accountDate of birth+3

Data reproduced from public government filings. Each row opens the record with the agency link. Spot an error? Email support@breachtally.com with the page link. Corrections are applied and noted.