Joseph John Rudnicki
Investment adviser representative at Fourth Dimension Wealth, LLC
10 yearsExperience
1 stateRegistered in
$356.4MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Fourth Dimension Wealth, LLCAug 2024 to now
- Once Upon a DreamJan 2016 to now
- Strategic Wealth PartnersOct 2018 to Aug 2024
- The Prudential Insurance Company of AmericaNov 2016 to Oct 2018
- Pruco Securities LLCSep 2016 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (OH).
Fourth Dimension Wealth, LLC
$356.4MAssets managed
631Clients
9Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6400376
- Firm CRD
- 306703