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FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.
CRD 109232File 801-56625
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$316.4M
Below cohort median (national)
Discretionary AUM
$305.6M
Non-discretionary $10.8M
Clients
198
575 accounts
Employees
4
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 23, 1999
- Principal office
- 51 MONROE ST., SUITE PE 25, ROCKVILLE, MD, 20850
- Phone
- 301-670-0994
- Website
- HTTP://MYMONEYMANAGER.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $316.4M
- Discretionary AUM
- $305.6M
- Non-discretionary AUM
- $10.8M
- Discretionary accounts
- 571
- Non-discretionary accounts
- 4
- Total accounts
- 575
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $168K |
| Charitable organizations | 3 | $6.8M |
| High net worth individuals | 81 | $260.6M |
| Pension and profit sharing plans | 4 | $10.8M |
| Individuals (other than high net worth individuals) | 109 | $38.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.