RIA Intel›Advisers›Michigan›SAFE FUTURE WEALTH PARTNERS LLC

SAFE FUTURE WEALTH PARTNERS LLC

Advisory

NOVI, MI

Data as of Aug 17, 2026 · Source: SEC Form ADV

Average account
$71K
across 143 accounts
AUM per adviser
$3M
4 advisers

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM
$10M
Discretionary %
92%
Clients
62
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$10M
Discretionary AUM$9M
Non-Discretionary AUM$811K
Discretionary %92%
Total Clients62
Team
Total Employees4
Investment Advisers4
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, MI, NM, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

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$10M
TRUSTEE EMPOWERMENT & PROTECTION, INC.
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VERDURA WEALTH MANAGEMENT, LLC
NOVI, MI
$10M
CLARITY WEALTH MANAGEMENT LLC
$10M
SULLIVAN FINANCIAL, LLC
OKEMOS, MI
$10M

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