Wobd, LLC
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 285537
- Registered since
- July 11, 2017
Firm profile
FINTRXOverview
Wobd, LLC is a limited liability company that registered with the SEC in 2017. Public filings characterize ownership as a mix of a domestic entity and an individual, and the firm is listed under an unclassified adviser category. Available disclosures are minimal: the firm is not identified as a capital allocator, does not report being an active ESG investor, and is not registered as a multi-state adviser. No details are provided about its advisory activities, fee structure, or client segments.
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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