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Marianne C Esche

Simplicity Wealth Management

Vienna, VA

Glen Allen, VA

CRD 7601105

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Employer firm

Simplicity Wealth Management CRD 300112

$35.9M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Simplicity Wealth Management

Glen Allen, VA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-08-11
  • VA RA
    APPROVED
    Since 2026-08-11

Branch Locations

Vienna, VA • United States

Glen Allen, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthspire Advisors Reston VA 06/2022 Present
Wealthspire Advisors Reston VA 06/2021 07/2021
Simplicity Wealth Management Glen Allen VA 06/2020 06/2021
Simplicity Wealth Management Glen Allen VA 08/2021 05/2022
Virginia Tech Blacksburg VA 08/2018 05/2022
Middle School/High School Henrico VA 01/2012 06/2018
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-17
  • S65 Uniform Investment Adviser Law Examination
    2022-08-17
Designations
  • Certified Financial Planner

View on SEC IAPD

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