Safe Future Wealth Partners LLC

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Client assets under management

$10,174,024

Clients

0% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$164,097

About

Safe Future Wealth Partners primarily serves individual clients and offers financial planning at no additional fee, helping with goals-based strategies, estate organization, and “what‑if” scenario planning. Rather than directly selecting or trading individual securities for clients, the firm refers clients to third‑party investment advisers (TPIAs) to implement portfolio management under separate agreements.

The firm’s operating model centers on evaluating and recommending TPIAs and model allocations tailored to client objectives; clients sign advisory agreements with those TPIAs, which typically assume discretionary trading authority. Safe Future Wealth Partners does not bill clients directly for asset management and discloses that fees for managed accounts are charged and deducted by the selected TPIA, with the firm receiving a negotiated share of those fees.

Noteworthy differences from many peers include an ownership affiliation with an insurance agency and advisory personnel who are licensed to sell insurance and may earn commission‑based compensation, a potential conflict the brochure discloses and discusses. The firm’s regulatory disclosures also record prior insurance‑related disciplinary events involving firm personnel (including temporary license suspensions, a regulatory stipulation with fines, and an out‑of‑state license suspension), items the brochure highlights for prospective clients.

Client services

Financial planning Selection of other advisers

Expertise

Life insurance needs analysis

Fee options

Commissions

Commission-based compensation is earned for selling insurance products; insurance commissions are separate and in addition to advisory fees.

Other

Minimum fee: Some recommended TPIAs charge a nominal annual flat account fee, typically $35 per account.

Main office location

Safe Future Wealth Partners LLC

41800 W. 11 Mile Road, Suite 201

Novi MI 48375, United States

Number of offices

Most active in

Louisiana · Michigan · New Mexico · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (734) 323-7429

Advisors at this firm

Haryanto S

Series 63, Series 65, Series 66

Novi, MI

Safe Future Wealth Partners LLC

Haryanto Sastro is an investment adviser representative at Safe Future Wealth Partners LLC with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Aegis Wealth Management, Inc. and Aegis Financial, where he also serves as Regional Vice President. Safe Future Wealth Partners serves primarily individual clients with comprehensive financial planning and refers clients to third-party investment advisers for portfolio implementation. The firm uses model allocations and tailored planning, managing approximately $9.2 million in assets across 61 client relationships.

Life insurance needs analysis

Joseph U

Series 65

Novi, MI

Safe Future Wealth Partners LLC

Joseph Uppleger is a financial advisor with Safe Future Wealth Partners LLC in Novi, MI. He holds a Series 65 designation and has three years of industry experience. Prior to his current role, he worked at Aegis Wealth Management, Inc., and has held positions at Amazon Flex, Doordash, DK Security, and CVS Health. Safe Future Wealth Partners serves primarily individual clients with comprehensive financial planning and refers clients to third-party investment advisers for portfolio implementation. The firm operates with three advisers and uses model allocations and tailored planning, focusing mostly on non-discretionary assets.

Life insurance needs analysis

Mark P

Series 65

Edgewood, TX

Safe Future Wealth Partners LLC

Mark Perry is a financial advisor at Safe Future Wealth Partners LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes six years at Willis Knighton Health System and ongoing involvement with Trustlaw Associates, a law firm specializing in trust, estate planning, and elder law. Outside of financial advising, he is involved in ranching and various real estate and non-securities ventures. Safe Future Wealth Partners serves primarily individual clients with comprehensive financial planning and refers clients to third-party investment advisers for portfolio implementation. The firm uses model allocations and tailored planning and reports approximately $9.2 million in assets under management across 61 client relationships.

Life insurance needs analysis

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