Safe Future Wealth Partners LLC
Firm details
- Headquarters
- Novi, Michigan
- CRD number
- 315459
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, ALTRUIST FINANCIAL LLC
- Fee structure
- Other
- Client types
- Individuals100%
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Safe Future Wealth Partners LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm positions itself as a capital allocator serving individual and family clients, with core advisory activities centered on financial planning and the selection of third‑party advisers. Its fee structure is listed as "Other" rather than a standard AUM or hourly model. The firm does not identify as an active ESG investor and is not marked as a pension consultant or related adviser. An industry affiliation with an insurance company is noted.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Joseph Uppleger
Founder and CEOCRD 7398181
Contacts
3 of 4
Eric Solomon
Financial AdvisorCRD 7500522
Mark Perry
Investment Adviser RepresentativeCRD 2334376

Joseph Uppleger
Financial AdvisorCRD 7633107
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Novi, MI
Oakland
Location
Novi, MI
Headquartered in Novi, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 41800 W 11 Mile Rd
- Time zone
- ET (UTC-5)
- Office locations
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