Wobd, LLC

Broker-DealerFINRA Member
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 with ownership split between a domestic corporate entity and an individual. The firm is classified in the dataset as "unclassified" rather than assigned to a standard advisory category. Registry and advisor-type flags in the record indicate Wobd does not act as a capital allocator and does not identify as an active ESG investor. It is also not flagged as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

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
  • Christopher Adkinson

    Christopher Adkinson

    SVP, General CounselCRD 2640950

  • Andrew Carr

    Andrew Carr

    PartnerCRD 5977718

  • Zachary Menzer

    Zachary Menzer

    Director, Project ManagementCRD 6715182

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