Wobd, LLC
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 285537
- Registered since
- July 11, 2017
Firm profile
FINTRXOverview
Wobd, LLC is organized as a limited liability company and has been SEC-registered since 2017. Public records indicate ownership involves both a domestic entity and an individual. The firm’s regulatory classification is listed as unclassified and it does not identify itself as a capital allocator, pension consultant, related adviser, or a multi-state adviser. The firm has not disclosed its fee schedule, specific business lines, advisory activities, or target client types in the provided data. Wobd, LLC also reports that it is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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