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 appears on SEC records as registered in 2017. FINTRX classifies the firm as "Unclassified." Ownership is listed as a combination of a domestic entity and an individual. The firm's profile indicates it is not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not affiliated as a related adviser. Public-facing detail about the firm's business model is sparse. The FINTRX entry does not include descriptions of advisory activities, fee schedules, client segments, or specific investment strategies. That limited disclosure makes it difficult to characterize how Wobd sources mandates, the types of clients it targets, or its service offering without consulting regulatory filings or direct firm materials.

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

    Founder & CEOCRD 1597360

  • ERIC WILDER

    Partner & Chief Financial OfficerCRD 5662370

Contacts

3 of 3
  • Zachary Menzer

    Director, Project ManagementCRD 6715182

  • ANDREW CARR

    PartnerCRD 5977718

  • 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth