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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-22-2018
- Office Locations
- 1
Office Locations
About Salomon AND Ludwin
Salomon & Ludwin is a Richmond, VA wealth management and financial planning firm serving a deliberately limited roster of high net worth individuals and families. The team provides investment management alongside comprehensive planning, with dedicated investment strategy leadership and advisor partners (CFP/CPWA/CEPA/CFA on staff). Custodied with Charles Schwab, and recognized by outlets including Richmond Magazine and Barron’s.
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL BUFORD LUDWIN
President
- CRD
- #2423632
- Ownership
- 25% but less than 50%
JACOB ERIC SALOMON
Chief Compliance Officer
- CRD
- #6105610
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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ALLISON HOPE GREGORY
Senior Advisor, Wealth Advisor
- CRD
- #4891387
DAVID STAPLES
Senior Advisor
- CRD
- #5537538
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,337,497,420 | $834,892 |
| Non-Discretionary | $0 | -- |
| Total | $1,337,497,420 | $834,892 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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