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 and is listed with an owner type of domestic entity and individual ownership. Publicly available records for the firm are sparse: it does not report advisory activities, fee schedules, client segments, or manager allocation preferences. The snapshot flags that Wobd is not an active ESG investor, does not operate as a capital allocator, and is not identified as a multistate or newly formed adviser. The firm also does not list pension consulting or related-adviser relationships. The firm has not supplied information about its business activities or affiliations, which limits what can be said about its investment approach, client service model, or product lineup.

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

FINTRX

Contacts

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth