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| Ferguson-Johnson Wealth Management Inc
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|---|---|
| CRD # | 109232 |
| SEC # | 801-56625 |
| CIK # | 0002109387 |
| AUM | 316.4 M (2026-03-16) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 301-670-0994 |
| Address | 51 Monroe St Rockville, MD 20850 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Apple Inc | 1.3 | ||
| Amazon Com Inc | 0.5 | ||
| Microsoft Corp | 0.4 | ||
| Marriott International Inc /MD/ | 0.3 | ||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 38.1 |
| (b) Individuals (high net worth individuals) | 81 | 260.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 10.8 |
| (h) Charitable organizations | 3 | 6.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 575 | 316.4 |
| By Discretionary | ||
| Discretionary | 571 | 305.6 |
| Non-Discretionary | 4 | 10.8 |
| Total | 575 | 316.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 316.4 | |
| Total | 575 | 316.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109387] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 6 |
| Serves | Retail |
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