RS
Renee E. Sneed
LEO WEALTH
ROCKWALL, TX 75087
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CRD#: 7253539
RS
Professional summary
Renee Elizabeth Dirkse Sneed, CFP® is a registered financial advisor currently at LEO WEALTH, LLC located in Rockwall, Texas.
Renee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Renee has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
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.
1) Dirkse & Associates, Ltd. Tax accountant in a non-investment related activity beginning in 2013. 2) BFT Financial Group, Investment Adviser Representative, 2020 3) Rockwell Wealth Management, Inc., Support Staff, DBA for Advisory Business, 2015
CRS (Client Relationship Summary) - RIA
Click below to view Renee Elizabeth Dirkse Sneed'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®
Start date: 2015
Experience
Current
October 8, 2021 - Present
LEO WEALTH, LLC
Office #1: 301 N Goliad, Rockwall, TX 75087RIA
CRD#: 283891
ROCKWALL, TX
Past
May 13, 2020 - January 3, 2022
LEO BROKERAGE, LLC
RIA
CRD#: 109121
HURST, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LEO WEALTH, LLC
CORPORATE PENSIONS COMPANY | ROCKWALL WEALTH MANAGEMENT | MASSEY QUICK WEALTH SOLUTIONS LLC | LEOGROUP WEALTH SOLUTIONS, LLC | LEO WEALTH, LLC | KMR FINANCIAL GROUP | INVESTMENT AND ASSET PLANNING
CRD#: 283891 / SEC#: 801-108435
RIA
Registered Investment Advisory firm - (9/26/2016 Approved)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
Texas(10/8/2021)
Exams
Current Firm
LW
LEO WEALTH, LLC
CORPORATE PENSIONS COMPANY | ROCKWALL WEALTH MANAGEMENT | MASSEY QUICK WEALTH SOLUTIONS LLC | LEOGROUP WEALTH SOLUTIONS, LLC | LEO WEALTH, LLC | KMR FINANCIAL GROUP | INVESTMENT AND ASSET PLANNING
CRD#: 283891 / SEC#: 801-108435
RIA
Registered Investment Advisory firm - (9/26/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
860 Airport Freeway Suite 402, Hurst, TX 76054
Mailing Address
Phone number
(817) 354-1090
Established
Firm type
Fiscal year end
# of Employees
43
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,566 |
| AUM (Assets Under Management) | $ 2,655,950,651 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/11/2025 | ||
| 10/23/2024 | ||
| 11/30/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LEO WEALTH, LLC
CRD#: 283891Rockwall, TX 75087TRUST BUT VERIFY
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