Daniel Ludwin
Salomon and Ludwin · Richmond, Virginia
Daniel Ludwin is a fee-only financial advisor at Salomon and Ludwin in Richmond, Virginia. Salomon and Ludwin reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Salomon and Ludwin |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.34B across 1,602 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 2423632 |
| Exams passed | Series 63 (1994) · Series 65 (2001) |
| Firm size | 12 employees |
| Disclosures | Reported; see the SEC record |
| Website | salomonludwin.com |
| Profile |
How Daniel's firm compares
- Salomon and Ludwin's average account is about $835,000, from its Form ADV (assets managed divided by 1,602 accounts).
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Questions about Daniel
Is Daniel Ludwin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Salomon and Ludwin reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Salomon and Ludwin, reports charging a percentage of assets on its SEC Form ADV.
Where is Daniel Ludwin based?
Daniel Ludwin is based in Richmond, Virginia.
Is Daniel Ludwin registered with the SEC?
Yes. Daniel Ludwin is registered as an investment adviser representative in TX and VA (CRD 2423632), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Salomon and Ludwin manage?
Salomon and Ludwin reports $1.34B across 1,602 accounts in assets under management.
How do I contact Daniel Ludwin?
Through Daniel's website, salomonludwin.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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