Salomon & Ludwin

What Salomon & Ludwin does

Salomon & Ludwin is a privately held, SEC-registered investment advisory firm (Salomon and Ludwin, LLC) headquartered in Richmond, Virginia, serving affluent individuals, couples, and multi-generational families primarily in the Richmond region and the broader Southeast United States. The firm delivers fee-based, fiduciary wealth management with a stated minimum of $2,000,000 in investable assets for its Premier Partnership tier, supplemented by referral pathways to external CFPs and advisors for sub-threshold prospects.

The firm's core intellectual property is the patented TriggerPoint™ Strategy, a rules-based investment framework developed in 2008 that uses predefined market-movement formulas to trigger buy and sell decisions, customized per client risk tolerance and income requirements. This sits inside the Four Pillar Approach — Cash Flow Engineering, Risk Management, Tax Efficiency, and Documentation & Coordination — which is the operating methodology for every client engagement. Client delivery is supported by third-party technology platforms including Black Diamond (consolidated reporting) and Everplans (document and estate organization), and by a video library and content marketing engine.

Salomon & Ludwin generates revenue through asset-based advisory fees on a subscription/recurring basis, with no commissions or trading costs passed to clients. Distribution is relationship-led and referral-driven, augmented by thought leadership via NPR, Barron's, Forbes, and Richmond Magazine, where the firm holds repeat top-tier rankings including Barron's Advisor Hall of Fame. The 14-person team is heavily credentialed (CFP, CFA, CPWA, CEPA, J.D.) and led by founding partners Dalal Salomon (CFO) and Dan Ludwin (President), with Jacob Salomon (CCO/Partner) representing the next generation of ownership.

Name

Salomon & Ludwin

Legal name

Salomon and Ludwin, LLC

Website

https://salomonludwin.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

Salomon & Ludwin is a Richmond, Virginia-based fee-only registered investment advisor serving affluent individuals and multi-generational families, delivering fiduciary wealth management via its patented TriggerPoint™ strategy and Four Pillar methodology on a $2M+ minimum relationship.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Retirement planning
• Estate planning coordination

Headquarters

HQ city

Richmond

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. Fee-Based Advisory Services: The firm delivers fiduciary advice on a fee-based basis rather than commissions or trading costs. Revenue is generated through advisory fees assessed on assets under management, with different client engagement levels based on asset tiers. Services include financial planning, investments, and wealth management.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Salomon & Ludwin is a fee-based, fiduciary Registered Investment Advisor that delivers personalized wealth management, investment management, and financial planning services to affluent individuals, couples, and multi-generational families. Core services are delivered through the proprietary TriggerPoint™ Strategy and the Four Pillar Approach, structured under tiered client engagement levels (Premier Partnership at $2M+, CFP Referral, and Advisor Referral programs), with supporting tools including the Black Diamond client portal and Everplans document coordination portal.

Product overview

Salomon & Ludwin is a fee-based Registered Investment Advisor offering a unified wealth management platform built around its proprietary TriggerPoint™ Strategy and Four Pillar Approach. The Four Pillars—Cash Flow Engineering, Risk Management, Tax Efficiency, and Documentation & Coordination—form the core service framework, with TriggerPoint™ serving as the algorithmic investment engine that drives portfolio management decisions. The firm offers tiered client engagement levels: Premier Partnership ($2M+), CFP Referral Program ($500K-$1.99M), and Advisor Referral (under $500K). Client services include the Black Diamond client portal, Everplans document organization, and a Video Library of educational resources.

Differentiator

Problem solved

Functional benefit

Brands

• TriggerPoint™ Strategy: A patented investment strategy developed by Salomon & Ludwin in late 2008, based on common sense and logic rather than trying to predict markets. The strategy is customized based on each client's risk tolerance and income requirements.
• Four Pillar Approach
• Everplans

Products and services

• TriggerPoint™ Strategy Patented, rules-based investment strategy that implements a disciplined buy-low-sell-higher approach using predefined formulas based on market movement analysis, customized to each client's risk tolerance and income requirements, and intended to lock in gains as markets become overvalued.
• Four Pillar Approach Comprehensive wealth management methodology comprising four interconnected pillars — Cash Flow Engineering, Risk Management, Tax Efficiency, and Documentation & Coordination — that form the foundation of the firm's advisory services for affluent clients.
• Premier Partnership Full-service advisory engagement level for clients with $2,000,000+ in investable assets, featuring a 4-step in-depth interview process and full access to the team's approach, tools, Black Diamond portal, and Everplans.
• CFP® Referral Program Referral program for clients with $500,000–$1,999,999 in investable assets, providing access to a vetted external Certified Financial Planner® who has exclusive access to the TriggerPoint™ Investment Strategy.

Quantifiable outcome

• Goal measurement approach: Does it match the client's goals and improve probability of achievement

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Scale indicators3 records

Expansion highlights4 records

Broad incumbents

• Edelman Financial Engines: Large national RIA combining traditional wealth advisory with digital advice capabilities. Represents the scaled, technology-enabled competitive benchmark S&L must differentiate against on service and personal touch.
• Focus Financial Partners: Partnership of fiduciary wealth management firms (now affiliated with Clayton, Dubilier & Rice). A potential acquirer/partner for S&L and a structural consolidator shaping the competitive set the firm operates in.

Direct peers

• Kovack Advisors: Mid-sized fee-based RIA offering wealth management and financial planning to HNW individuals and families. Comparable in size, fee-only positioning, and HNW client mix.
• Moneta Group: Fee-only multi-family office RIA serving HNW and UHNW families with comprehensive planning, investment, and tax services. Closely comparable in size band, service breadth, and 'limited clientele, deep relationships' positioning.
• Mercer Advisors: National fee-only RIA delivering wealth management, tax, estate, and investment services to HNW families. Operates a similar integrated 'one-firm' advisory model and has grown heavily via advisor roll-ins, making it both a competitor and a rollup acquirer of S&L's profile.
• Mariner Wealth Advisors: Large national RIA offering wealth advisory, investment management, tax, and estate services. Highly comparable business model and HNW family-client focus; a likely consolidator or direct competitor in overlapping metros.
• Buckingham Strategic Wealth: Fee-only fiduciary RIA with academic evidence-based investing approach serving HNW clients. Comparable as a similarly-sized, philosophy-driven RIA competing for the same HNW and high-income mass-affluent household.
• Carson Wealth: Carson is a multi-family office / RIA platform serving HNW and mass-affluent clients with a fee-based fiduciary model, team-based advisory approach, and proprietary investment philosophy. Direct overlap with S&L's tiered HNW engagement model and fee-only structure.
• Cerity Partners: Fee-only wealth management and institutional consulting firm serving HNW families, foundations, and endowments. Comparable in offering breadth, fiduciary model, and HNW family-client focus.
• Creative Planning: Fee-only RIA offering comprehensive wealth management, investment management, and financial planning to HNW households. Comparable in fiduciary positioning, broad service offering, and HNW client focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/salomonludwin
• LinkedInlinkedin.com/company/salomon-&-ludwin-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Salomon & Ludwin