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 is recorded in FINTRX as having registered with the SEC in 2017. The ownership is listed as a mix of a domestic entity and an individual. The platform classifies the firm as "Unclassified" and flags it as not functioning as a capital allocator. Wobd, LLC is not identified as an active ESG investor, not designated a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm has provided little detail on its business activities, advisory services, client segments, or affiliations; FINTRX contains no narrative on investment approach or manager allocation preferences. That lack of disclosure limits ability to characterize Wobd’s positioning or target client profile beyond the structural and registration attributes noted above.
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 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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