Orange County, California Office

18301 Von Karman Ave
Suite 1050
Irvine, CA 92612

Phone: (949) 247-2067

Fax: (949) 247-7016

Elle Wenz

Elle Wenz, MBA

Senior Client Relationship Associate

Orange County, California

  • Elle handles account maintenance, money movement, wire transfers, and reception. She entered financial services because she wanted to help her elderly family members go into retirement with a nest egg.

  • Prior to joining EP Wealth Advisors, she worked in financial services for more than 10 years at Capital Group, Merrill Lynch, and Quick & Reilly.

  • Elle earned her MBA from Concordia University and her B.A. from California Lutheran University.

  • In her spare time, Elle likes to watch Marvel movies, read novels, and write poetry.


You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

If you have a Safe Harbor 401(k), you...

Did your 401(k) have a good year? EP...

Discover tips for financially preparing...

It is time to start looking ahead to...