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FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.
CRD 109232 · SEC 801-56625
51 MONROE ST., SUITE PE 25, ROCKVILLE, MD, 20850, United States
Phone
301-670-0994
Fax
301-670-0996
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$316.4M
Discretionary AUM
$305.6M
Team
4 total employees; 2 advisory reps; 6 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 109 | $38.1M |
| High net worth individuals | 81 | $260.6M |
| Pension/profit sharing plans | 4 | $10.8M |
| Charitable organizations | 3 | $6.8M |
| Corporations/business entities | 1 | $168K |
States served
DC, MD, MA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD