What Is This About?

If you recently received a letter or an email from EP Wealth Advisors, LLC (“EP Wealth”) informing you that your sensitive personal information was compromised in a data breach, we would like to speak with you about your rights and potential legal remedies. EP Wealth recently disclosed that it was the victim of a data breach that may have exposed individuals’ sensitive personal information.

What Happened?

On February 2, 2026, EP Wealth became aware of a security incident on its internal network involving compromised employee credentials. Upon detection, EP Wealth launched an investigation with the assistance of third-party cybersecurity experts to determine the nature and scope of the incident. The investigation, which is ongoing, determined that an unauthorized third party gained access to EP Wealth’s network for approximately four hours on February 2, 2026, and obtained copies of certain client data, including data stored in a system used to manage client relationships. EP Wealth conducted a comprehensive review of the impacted data to determine what information was compromised and to identify affected individuals. On March 4, 2026, EP Wealth identified individuals whose sensitive personal information was included in the impacted data. EP Wealth filed a notice with the New Hampshire Attorney General’s Office on March 5, 2026, filed notice with the California Attorney General’s Office on March 6, 2026, and expects to complete the process of mailing notice letters to affected individuals from March 6 to March 10, 2026.

What Information Was Impacted?

Upon information and belief, the following types of sensitive personal information, belonging to EP Wealth clients and in some cases, members of their families, may have been compromised:

• • • • • • • • Names;
              • Addresses and email addresses;
              • Dates of birth;
              • Tax identification numbers (Social Security numbers or Employer Identification Numbers); and
              • Financial account numbers.

What Action Can You Take?

Levi & Korsinsky, LLP is investigating whether affected users are entitled to compensation. If you received a notice from EP Wealth Advisors, there is no cost or obligation to participate. Follow the link below to find out about your rights and potential legal remedies available.