EP Wealth Advisors, LLC Data Breach – Investigated by Federman & Sherwood
March 24, 2026 – Federman & Sherwood is investigating a data breach involving EP Wealth Advisors, LLC following a notification filed with the Attorney General of Texas.
According to the filing, EP Wealth Advisors, LLC reported that 1,579 Texas residents were affected by a data security incident. The information potentially exposed includes individuals’ names, addresses, Social Security numbers, driver’s license numbers, and other sensitive personal information.
The company provided notice to affected individuals via U.S. Mail on or about March 23, 2026.
Federman & Sherwood is investigating whether appropriate security measures were in place to protect sensitive personal information and whether affected individuals may have legal claims related to this incident.
The compromised information may have included:
- Full name
- Social Security number
- Driver’s license number
- Other sensitive information
What is EP Wealth Advisors, LLC?
EP Wealth Advisors is a fee-only registered investment adviser providing comprehensive financial planning, investment management, tax planning, and estate planning to individuals, families, and businesses.
Individuals who received a notification letter or believe they may have been affected are encouraged to contact Federman & Sherwood.
Phone: 1-800-237-1277
Email: info@federmanlaw.com