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Marianne C. Esche

SIMPLICITY WEALTH MANAGEMENT
Vienna, VA
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CRD#: 7601105
ME
Marianne C EscheSIMPLICITY WEALTH MANAGEMENT

Professional summary

Marianne C Esche, CFP® is a registered financial advisor currently at SIMPLICITY WEALTH MANAGEMENT located in Vienna, Virginia.

Marianne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Marianne has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marianne C Esche's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

August 11, 2026 - Present

SIMPLICITY WEALTH MANAGEMENT

RIA
CRD#: 300112
Vienna, VA
Past

August 17, 2022 - July 20, 2026

WEALTHSPIRE ADVISORS

RIA
CRD#: 106181
Reston, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Virginia
(8/11/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/17/2022
Uniform Investment Adviser Law Examination

Current Firm

SW
SIMPLICITY WEALTH MANAGEMENT
SIMPLICITY WEALTH MANAGEMENT | SIMPLICITY WEALTH MANAGEMENT LLC

CRD#: 300112 / SEC#:

California
Registered Investment Advisory firm - (11/30/2021 Approved)
Virginia
Registered Investment Advisory firm - (1/31/2019 Approved)
Washington
Registered Investment Advisory firm - (7/19/2023 Approved)
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Contact information

Main Address
Glen Allen, VA
Mailing Address
Phone number
(804) 286-4910
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts146
AUM (Assets Under Management)$ 30,848,896

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SIMPLICITY WEALTH MANAGEMENT

CRD#: 300112Vienna, VA

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