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SALOMON AND LUDWIN

RICHMOND, VA · CRD 292456 · IAPD ↗ · 804-592-4999

$1.34BRegulatory AUM
6Advisory reps
12Employees
0Clients
251-500Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — SALOMON AND LUDWIN notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — SALOMON AND LUDWIN reported RAUM down 28% ($1.71B -> $1.23B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
67
April 2024 — SALOMON AND LUDWIN reported RAUM up 40% ($1.22B -> $1.71B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.