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
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Safe Future Wealth Partners LLC is an independent, owner-operated registered investment adviser organized as an LLC that advises individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses, selects outside advisers on behalf of clients, and runs educational seminars and workshops. Its fee schedule includes asset-based fees, hourly charges, and other fee arrangements. The firm functions as a capital allocator, deploying client capital into third‑party managers and pooled vehicles. It does not identify as an active ESG investor. Safe Future Wealth Partners maintains an affiliation with an insurance company and appears to integrate insurance-related solutions into its advisory mix.
Assets & Accounts
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
Haryanto Sastro
Financial PlannerCRD 3091945

Eric Solomon
Financial AdvisorCRD 7500522

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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