SAFE FUTURE WEALTH PARTNERS LLC

RIASEC Registered
Total AUM
$10.2M
Discretionary
$9.4M
92% of AUM
Avg account
$71.1K
Accounts
143
Employees
3
Advisory reps
4

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

FINTRX

Overview

Safe Future Wealth Partners LLC is an independent RIA organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, providing financial planning and the selection of other advisers rather than acting as a direct pension consultant or family office. It identifies itself as a capital allocator and maintains an industry affiliation with an insurance company. The firm's fee structure is recorded as "other," and it is not designated as an active ESG investor. Although the firm is not listed as a multi‑state adviser in the snapshot data, it maintains a presence in more than one state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 98%, Cash & Cash Equivalents 2%98%
  • Public Funds/Mutual Funds98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • JOSEPH UPPLEGER

    Founder and CEOCRD 7398181

Contacts

3 of 3
  • MARK PERRY

    Investment Adviser RepresentativeCRD 2334376

  • Joseph Uppleger

    Financial AdvisorCRD 7633107

  • HARYANTO SASTRO

    Financial PlannerCRD 3091945

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth