• March 2026 •

EP Wealth Advisors Data Breach

Last Updated on March 6, 2026

If your information was compromised in the EP Wealth data breach, you may be able to start a class action to collect money for the harm you’ve suffered.

• Keep reading for more information

At A Glance

What's Going On?: Attorneys need to hear from people affected by the EP Wealth data breach as they investigate whether a class action lawsuit can be filed.
What You Can Do: If you believe your information may have been compromised in the EP Wealth data breach, fill out the form on this page to learn more about the investigation and how you can help.
Does This Cost Anything?: It costs nothing to get in touch or to talk to someone about your rights.
What Can I Get?: If filed and successful, a class action lawsuit could provide consumers with money for any harm resulting from the EP Wealth breach.

EP Wealth Data Breach: Lawsuit Investigation

Attorneys working with ClassAction.org are looking into whether a class action lawsuit can be filed in light of the EP Wealth data breach.

As part of their investigation, they need to hear from individuals who had their information exposed in the incident, including those who received notice of the EP Wealth data breach or otherwise believe they are affected.

EP Wealth Security Incident: What Happened?

EP Wealth Advisors, an SEC-registered investment adviser offering wealth management services across the U.S., has announced a cybersecurity incident. According to a sample notice provided to the California Attorney General's Office (pictured below), on February 2, 2026, the company detected unauthorized network access after an employee's credentials were compromised. EP Wealth involved external cybersecurity experts, halted the intrusion, and alerted law enforcement.

The investigation revealed that the unauthorized party had access for about four hours on February 2 and obtained copies of client data, including from a system used to manage client relationships. The information exposed in the EP Wealth Advisors data breach may include names, addresses, email addresses, dates of birth, tax IDs (Social Security numbers or Employer Identification Numbers), and financial account numbers. In some cases, additional personal details shared with advisors might also have been accessed.

EP Wealth is notifying affected individuals by mail from March 6 to March 10, 2026.

What You Can Do After the EP Wealth Data Breach

If your information was exposed in the EP Wealth data breach, attorneys want to hear from you. You may be able to start a class action lawsuit to recover compensation for loss of privacy, time spent dealing with the breach, out-of-pocket costs, and more.

A successful case could also force EP Wealth to ensure they take proper steps to protect the information they were entrusted with.

Affected by the EP Wealth data breach? Fill out the form on this page today.