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 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
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 2MICHAEL MENZER
Founder & CEOCRD 1597360
ERIC WILDER
Partner & Chief Financial OfficerCRD 5662370
Contacts
3 of 3Zachary 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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