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Renee Elizabeth dirkse Sneed

LEO Wealth, LLC

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About Renee Elizabeth dirkse Sneed

Renee Elizabeth dirkse Sneed is a CERTIFIED FINANCIAL PLANNER™ professional with over 8 years of experience in the financial services industry. Renee currently works as an Investment Advisor Representative at LEO Wealth, LLC, where she is registered with the state of Texas. Prior to joining LEO Wealth, LLC, Renee was a support staff member at Rockwell Wealth Management, Inc. Renee is also a tax accountant for Dirkse & Associates, Ltd. and has previously worked at BFT Financial Group, LLC. Renee is committed to providing her clients with comprehensive financial planning services, including portfolio management, financial planning and selection of other advisors. She is dedicated to helping her clients achieve their financial goals and strives to build strong, long-lasting relationships with her clients.

Firm Information

Renee Sneed is currently registered with LEO Wealth, LLC. LEO Wealth, LLC is an investment advisor located in Hurst, Texas with approximately $1 billion to $10 billion in assets under management. The firm advises high-net-worth individuals, corporations, and pension plans. They offer financial planning, selection of other advisors, and portfolio management for individuals and businesses.
LEO Wealth, LLC

860 AIRPORT FREEWAY

HURST, TX 76054

$1.52B

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fees

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Renee Sneed’s Registration & Firm History

TX

10/08/2021 - Present

LEO Wealth, LLC (HURST TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Renee Elizabeth dirkse Sneed.
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