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 has been registered with the SEC since 2017. Public filings classify ownership as a mix of a domestic entity and an individual, but the firm’s operational profile is sparse: it is listed as an unclassified adviser and does not identify itself as a capital allocator, active ESG investor, multistate adviser, newly formed adviser, pension consultant, or a related adviser. The firm has not supplied descriptions of its advisory activities, client segments, fee structure, or affiliation network in the available data.

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
  • Christopher Adkinson

    Christopher Adkinson

    PartnerCRD 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