Safe Future Wealth Partners LLC

RIASEC Registered
Total AUM
$10.2M
Discretionary
$9.4M
92% of AUM
Avg account
$71.1K
Accounts
143
Employees
4
Advisory reps
5

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    Joseph Uppleger

    Founder and CEOCRD 7398181

Contacts

3 of 4
  • Haryanto Sastro

    Haryanto Sastro

    Financial PlannerCRD 3091945

  • Eric Solomon

    Eric Solomon

    Financial AdvisorCRD 7500522

  • Joseph Uppleger

    Joseph Uppleger

    Financial AdvisorCRD 7633107

Unlock 1 more contacts

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