CRD: 325771
Woman TO Woman Financial
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-09-2023
- Office Locations
- 1
Office Locations
About Woman TO Woman Financial
Woman To Woman Financial is a Florida state-registered RIA in Jacksonville led by Dr. April D. Murdaugh. The firm focuses on high-achieving women, including executives and business owners, providing supportive, personalized financial planning and wealth/legacy roadmaps. Public profile data indicates portfolios are primarily implemented with ETFs and some U.S. government/agency bonds. The founder also runs a podcast and speaks at events.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
APRIL DESHAWN MURDAUGH
Chief Compliance Officer, Chief Executive Officer, Registered Investment Advisor
- CRD
- #5870930
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,620,594 | -- |
| Total | $6,620,594 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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