Wobd, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Columbus, Ohio
CRD number
285537
Registered since
July 11, 2017

Firm profile

FINTRX

Overview

Wobd, LLC is organized as a limited liability company and is recorded in FINTRX as having registered with the SEC in 2017. The ownership is listed as a mix of a domestic entity and an individual. The platform classifies the firm as "Unclassified" and flags it as not functioning as a capital allocator. Wobd, LLC is not identified as an active ESG investor, not designated a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm has provided little detail on its business activities, advisory services, client segments, or affiliations; FINTRX contains no narrative on investment approach or manager allocation preferences. That lack of disclosure limits ability to characterize Wobd’s positioning or target client profile beyond the structural and registration attributes noted above.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michael Menzer

    Michael Menzer

    Founder & CEOCRD 1597360

  • Eric Wilder

    Eric Wilder

    Partner & Chief Financial OfficerCRD 5662370

Contacts

3 of 3
  • Zachary Menzer

    Zachary Menzer

    Director, Project ManagementCRD 6715182

  • Andrew Carr

    Andrew Carr

    PartnerCRD 5977718

  • Christopher Adkinson

    Christopher Adkinson

    PartnerCRD 2640950

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Columbus, OH

Franklin

Location

Columbus, OH

Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
Franklin
Address
4960 E Dublin Granville Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth