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 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
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 3MARK PERRY
Investment Adviser RepresentativeCRD 2334376
Joseph Uppleger
Financial AdvisorCRD 7633107
HARYANTO SASTRO
Financial PlannerCRD 3091945
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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