Salomon & Ludwin, LLC
Salomon & Ludwin, LLC is a Richmond, Virginia-based SEC-registered investment advisory and wealth management firm founded in 1984. The firm specializes in providing comprehensive financial planning, investment management, and generational wealth strategies for high net worth individuals and families. With over 30 years of experience, the firm maintains a controlled, client-focused growth, serving a limited clientele to remain responsive and deeply engaged. The team comprises less than 25 professionals, including founders Dalal Salomon and Dan Ludwin, known for their ethical, personalized, and community-oriented approach.
Investment Strategy
Salomon & Ludwin provides highly personalized financial planning and investment advisory services designed to help high net worth families achieve their financial goals and manage generational wealth. Their approach focuses on bespoke portfolio construction, long-term client relationships, and proactive adaptation to evolving markets. The firm works with a limited number of clients to ensure attentiveness and responsiveness, emphasizing diversification, transparency, and alignment with clients’ personal values and objectives. Their investment philosophy is centered on earning client trust through consistent, ethical advice, and closely managing all aspects of the advisory process in-house.
Top Holdings
Equity Positions (1,920)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES S&P 500 GROWTH | 6.85% | $76.1M | 628,889 | $38.41 | $120.72 | +$3.7M |
S SUB | ISHARES SHORT TERM NTNL | 6.10% | $67.8M | 635,915 | $104.47 | $106.78 | +$4.2M |
X XLK | TECHNOLOGY SELECT SECTOR | 5.73% | $63.7M | 223,637 | $83.16 | $281.86 | +$7.8M |
J JMST | JPMORGAN ULTRA SHRT | 5.27% | $58.6M | 1,150,038 | $50.89 | $51.04 | +$6.9M |
V VOO | VANGUARD S&P 500 ETF | 4.58% | $50.9M | 82,630 | $374.87 | $612.38 | +$2.1M |