FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.
CRD #109232 SEC #801-56625 ROCKVILLE, MD 301-670-0994
SEC Registered
Total AUM
$270.9M
Discretionary
$261.4M
Employees
3
Clients
51
Accounts
522
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $270.9M | $261.4M | $9.5M | 3 | 4 |
| Feb 2025 | $270.9M | $261.4M | $9.5M | 3 | 4 |
| Jan 2024 | $244.5M | $235.7M | $8.8M | 3 | 4 |
| Aug 2023 | $221.1M | $214.5M | $6.6M | 3 | 1 |
| Mar 2023 | $221.1M | $214.5M | $6.6M | 3 | 1 |
| Oct 2022 | $232.7M | $225.4M | $7.3M | 3 | 2 |
| Sep 2022 | $232.7M | $225.4M | $7.3M | 3 | 2 |
| Mar 2022 | $232.7M | $225.4M | $7.3M | 3 | 2 |
| Feb 2022 | $232.7M | $225.4M | $7.3M | 3 | 2 |
| Jan 2021 | $233M | $226.7M | $6.3M | 3 | 0 |
| Apr 2020 | $184.8M | $179.6M | $5.2M | 3 | 2 |
| Jan 2020 | $184.8M | $179.6M | $5.2M | 3 | 2 |
| Dec 2019 | $171.6M | $170.7M | $950K | 4 | 1 |
| Dec 2019 | $171.6M | $170.7M | $950K | 4 | 1 |
| Aug 2019 | $171.6M | $170.7M | $950K | 4 | 1 |
| Jun 2019 | $171.6M | $170.7M | $950K | 4 | 1 |
| Feb 2019 | $171.6M | $170.7M | $950K | 4 | 1 |
| Dec 2018 | $184.7M | $183.1M | $1.6M | 5 | 1 |
| Oct 2018 | $184.7M | $183.1M | $1.6M | 5 | 1 |
| Feb 2018 | $184.7M | $183.1M | $1.6M | 5 | 1 |
| Feb 2018 | $184.7M | $183.1M | $1.6M | 5 | 1 |
| Nov 2017 | $150M | $147.6M | $2.4M | 3 | 0 |
| Oct 2017 | $150M | $147.6M | $2.4M | 3 | 0 |
| Feb 2017 | $150M | $147.6M | $2.4M | 3 | 200 |
| Nov 2016 | $137.4M | $134.4M | $3M | 3 | 100 |
| Feb 2016 | $137.4M | $134.4M | $3M | 3 | 100 |
| Dec 2015 | $145.5M | $142.6M | $3M | 3 | 100 |
| Mar 2015 | $145.5M | $142.6M | $3M | 3 | 100 |
| Aug 2014 | $142.2M | $140.5M | $1.7M | 4 | 100 |
| Jul 2014 | $142.2M | $140.5M | $1.7M | 4 | 100 |
| Mar 2014 | $142.2M | $140.5M | $1.7M | 5 | 100 |
| Jan 2014 | $142.2M | $140.5M | $1.7M | 5 | 100 |
| Jan 2014 | $114.7M | $114.7M | $0 | 5 | 200 |
| Mar 2013 | $114.7M | $114.7M | $0 | 5 | 200 |
| Mar 2012 | $106.1M | $106.1M | $0 | 1 | 200 |
| Mar 2011 | $96.3M | $96.3M | $0 | 5 | -- |
| Apr 2010 | $96.3M | $96.3M | $0 | 5 | -- |
| Mar 2010 | $96.3M | $96.3M | $0 | 5 | -- |
| Mar 2009 | $77.7M | $77.7M | $0 | 5 | -- |
| Mar 2008 | $98M | $98M | $0 | 5 | -- |
| May 2007 | $84.2M | $82.1M | $2.1M | 5 | -- |
| Mar 2007 | $84.2M | $84.2M | $0 | 5 | -- |
| Mar 2006 | $70.7M | $65.5M | $5.2M | 5 | -- |
| Sep 2005 | $61.2M | $46.2M | $15M | 5 | -- |
| May 2002 | $39M | $28.9M | $10.1M | 5 | -- |
DateFeb 2025
Total AUM$270.9M
Discretionary$261.4M
Non-Disc.$9.5M
Employees3
Clients4
DateFeb 2025
Total AUM$270.9M
Discretionary$261.4M
Non-Disc.$9.5M
Employees3
Clients4
DateJan 2024
Total AUM$244.5M
Discretionary$235.7M
Non-Disc.$8.8M
Employees3
Clients4
DateAug 2023
Total AUM$221.1M
Discretionary$214.5M
Non-Disc.$6.6M
Employees3
Clients1
DateMar 2023
Total AUM$221.1M
Discretionary$214.5M
Non-Disc.$6.6M
Employees3
Clients1
DateOct 2022
Total AUM$232.7M
Discretionary$225.4M
Non-Disc.$7.3M
Employees3
Clients2
DateSep 2022
Total AUM$232.7M
Discretionary$225.4M
Non-Disc.$7.3M
Employees3
Clients2
DateMar 2022
Total AUM$232.7M
Discretionary$225.4M
Non-Disc.$7.3M
Employees3
Clients2
DateFeb 2022
Total AUM$232.7M
Discretionary$225.4M
Non-Disc.$7.3M
Employees3
Clients2
DateJan 2021
Total AUM$233M
Discretionary$226.7M
Non-Disc.$6.3M
Employees3
Clients0
DateApr 2020
Total AUM$184.8M
Discretionary$179.6M
Non-Disc.$5.2M
Employees3
Clients2
DateJan 2020
Total AUM$184.8M
Discretionary$179.6M
Non-Disc.$5.2M
Employees3
Clients2
DateDec 2019
Total AUM$171.6M
Discretionary$170.7M
Non-Disc.$950K
Employees4
Clients1
DateDec 2019
Total AUM$171.6M
Discretionary$170.7M
Non-Disc.$950K
Employees4
Clients1
DateAug 2019
Total AUM$171.6M
Discretionary$170.7M
Non-Disc.$950K
Employees4
Clients1
DateJun 2019
Total AUM$171.6M
Discretionary$170.7M
Non-Disc.$950K
Employees4
Clients1
DateFeb 2019
Total AUM$171.6M
Discretionary$170.7M
Non-Disc.$950K
Employees4
Clients1
DateDec 2018
Total AUM$184.7M
Discretionary$183.1M
Non-Disc.$1.6M
Employees5
Clients1
DateOct 2018
Total AUM$184.7M
Discretionary$183.1M
Non-Disc.$1.6M
Employees5
Clients1
DateFeb 2018
Total AUM$184.7M
Discretionary$183.1M
Non-Disc.$1.6M
Employees5
Clients1
DateFeb 2018
Total AUM$184.7M
Discretionary$183.1M
Non-Disc.$1.6M
Employees5
Clients1
DateNov 2017
Total AUM$150M
Discretionary$147.6M
Non-Disc.$2.4M
Employees3
Clients0
DateOct 2017
Total AUM$150M
Discretionary$147.6M
Non-Disc.$2.4M
Employees3
Clients0
DateFeb 2017
Total AUM$150M
Discretionary$147.6M
Non-Disc.$2.4M
Employees3
Clients200
DateNov 2016
Total AUM$137.4M
Discretionary$134.4M
Non-Disc.$3M
Employees3
Clients100
DateFeb 2016
Total AUM$137.4M
Discretionary$134.4M
Non-Disc.$3M
Employees3
Clients100
DateDec 2015
Total AUM$145.5M
Discretionary$142.6M
Non-Disc.$3M
Employees3
Clients100
DateMar 2015
Total AUM$145.5M
Discretionary$142.6M
Non-Disc.$3M
Employees3
Clients100
DateAug 2014
Total AUM$142.2M
Discretionary$140.5M
Non-Disc.$1.7M
Employees4
Clients100
DateJul 2014
Total AUM$142.2M
Discretionary$140.5M
Non-Disc.$1.7M
Employees4
Clients100
DateMar 2014
Total AUM$142.2M
Discretionary$140.5M
Non-Disc.$1.7M
Employees5
Clients100
DateJan 2014
Total AUM$142.2M
Discretionary$140.5M
Non-Disc.$1.7M
Employees5
Clients100
DateJan 2014
Total AUM$114.7M
Discretionary$114.7M
Non-Disc.$0
Employees5
Clients200
DateMar 2013
Total AUM$114.7M
Discretionary$114.7M
Non-Disc.$0
Employees5
Clients200
DateMar 2012
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$96.3M
Discretionary$96.3M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$96.3M
Discretionary$96.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$96.3M
Discretionary$96.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$98M
Discretionary$98M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$84.2M
Discretionary$82.1M
Non-Disc.$2.1M
Employees5
Clients--
DateMar 2007
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$70.7M
Discretionary$65.5M
Non-Disc.$5.2M
Employees5
Clients--
DateSep 2005
Total AUM$61.2M
Discretionary$46.2M
Non-Disc.$15M
Employees5
Clients--
DateMay 2002
Total AUM$39M
Discretionary$28.9M
Non-Disc.$10.1M
Employees5
Clients--