Renee E. Sneed

ROCKWALL WEALTH MANAGEMENT

ROCKWALL, TX 75087

CRD#: 7253539

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Professional summary

Renee Elizabeth Dirkse Sneed, CFP® is a registered financial advisor currently at ROCKWALL WEALTH MANAGEMENT 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 3 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Renee Elizabeth Dirkse Sneed's CRS (Customer Relationship Summary).

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

Start date: 2015

Experience

Current

May 5, 2026 - Present

ROCKWALL WEALTH MANAGEMENT

Office #1: 301 N Goliad, Rockwall, TX 75087

RIA

CRD#: 339856

ROCKWALL, TX

Past

October 8, 2021 - June 3, 2026

LEO WEALTH, LLC

RIA

CRD#: 283891

ROCKWALL, TX

Past

May 13, 2020 - January 3, 2022

LEO BROKERAGE, LLC

RIA

CRD#: 109121

HURST, TX

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
(5/5/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

ROCKWALL WEALTH MANAGEMENT

ROCKWALL WEALTH MANAGEMENT | ROCKWALL WEALTH MANAGEMENT INC

CRD#: 339856 / SEC#: 801-135636

RIA

Registered Investment Advisory firm - (3/20/2026 120-Day Approval)

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Contact information

Main Address

301 N Goliad, Rockwall, TX 75087

Mailing Address

Phone number

(972) 771-1472

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/20/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Renee E. Sneed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Renee Elizabeth Dirkse Sneed's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROCKWALL WEALTH MANAGEMENT

LEO WEALTH, LLC

LEO BROKERAGE, LLC

State Registrations and Notice Filings

Exams

Current Firm

ROCKWALL WEALTH MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ROCKWALL WEALTH MANAGEMENT

TRUST BUT VERIFY

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