# Ferguson Wellman

> Ferguson Wellman (iPhone/iPad app by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC..)

- Source: https://appshunter.io/ios/app/ferguson-wellman/id6738207045 (this page in markdown: same URL + `.md`)
- Developer: [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.](https://appshunter.io/developer/1779774471)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: English
- Released: 2024-12-22
- Data updated: 2026-06-23
- User reviews in markdown: https://appshunter.io/ios/app/ferguson-wellman/id6738207045/reviews.md

## What is Ferguson Wellman?

The Ferguson Wellman investment portfolio application enables you to access your financial portfolio in a simple, refined interface powered by Black Diamond. The Ferguson Wellman team designs and manages customized investment portfolios for clients’ IRAs, trusts, foundations, endowments, corporate retirement and pension plans. The firm has two divisions: West Bearing Investments for clients with assets starting at $1 million and its private family office, Octavia Group.


## Version history (last 5 releases)

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

### 1.92.1 — 2025-12-22

• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes

### 1.92 — 2025-12-13

• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-23.*