Safe Future Wealth Partners Llc
- Regulatory AUM
- $10.2M
- Discretionary
- $9.4M
- Clients
- 62
- Avg AUM / client
- $164K
- Accounts
- 143
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 62 | $10.2M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Haryanto Prawirana Sastro | Registered representative | Sep 2024 (2y) | ||
| Mark Bradley Perry | Registered representative | Sep 2024 (2y) | ||
| Joseph Earl Uppleger | Registered representative | Jan 2025 (2y) | ||
| Eric Robert Solomon | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/18/2026 | 1.4 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Other fees
- • SHARES IN FEES PAID TO THIRD PARTY ADVISERS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $7.7M (76% of AUM) Jun 2026
- Fidelity Brokerage Services $2.5M (24% of AUM) Jun 2026
- Truist Financial Corp $14.6K (0% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 17, 2026.
View current Form ADV (SEC/IAPD) ↗