SunStreet Securities, LLC

Updated today

Find your advisor

Client assets under management

$6,500,000

Clients

22% high-net worth

Advisors

of 18 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$130,000

About

SunStreet Securities, LLC provides investment supervisory and financial planning services primarily to individual and high‑net‑worth clients, managing approximately $6.5 million across client accounts. The firm offers tailored portfolio management, written financial plans, asset reviews, and introductions to third‑party investment managers.

Its investment work emphasizes diversified, mutual‑fund‑focused portfolios and employs fundamental, technical, and cyclical analysis; accounts are managed on a non‑discretionary basis so clients retain trading authority. Client accounts are monitored continuously with formal reviews at least quarterly, and SunStreet assists clients in selecting third‑party advisors when a separate manager is preferred.

The brochure discloses that SunStreet is registered both as an investment adviser and as a broker‑dealer and that commissions provide primary compensation, and its representatives are also licensed to transact insurance—an operational mix that is uncommon among similarly supported firms. The firm also maintains referral arrangements with third‑party advisors and may receive ongoing compensation for introductions, a set of affiliations and revenue sources that can create potential conflicts of interest.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management

Fee options

Fixed

Annual flat fixed fee ranging from $200 to $5,000 for financial planning and consulting services

Percentage

$25,000 - $250,000: 2.75% $250,001 - $750,000: 2.50% $750,001 - $2,000,000: 2.00% $2,000,000+: 1.50%

Commissions

Commissions from purchase or sale of securities, asset-based transaction fees, service fees from mutual funds sales

Project-based

Hourly billing rate of $100 per hour for financial planning and consulting services

Other

Account minimum: $25,000 Fee-only: Hourly rate of $100 per hour; flat fee from $200 to $5,000 based on client circumstances

Main office location

SunStreet Securities, LLC

10320 W. Mcdowell Rd, Bldg F, Suite 6018

Avondale AZ 85392, United States

Number of offices

Most active in

Nevada · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

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

Broker-dealer / trader

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

Is not active or affiliated with:

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 Form ADV Part 3: Client Relationship

Quick links

Website 800-823-1822

Advisors at this firm

Munib H

Series 63, Series 65

Avondale, AZ

SunStreet Securities, LLC

Munib Haddad is a financial advisor with SunStreet Securities, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with SunStreet Securities since 2007. SunStreet Securities is a small advisory firm serving individual and high-net-worth clients, offering portfolio management, financial planning, and asset review services. The firm manages approximately $5.9 million in client assets using a mix of fundamental, technical, and cyclical analysis, primarily through mutual funds, with accounts reviewed at least quarterly.

Wealth management

Dennis W

Series 63, Series 65

Henderson, NV

SunStreet Securities, LLC

Dennis Weddle is a financial advisor with Sunstreet Securities, LLC, holding Series 63 and Series 65 designations and possessing 29 years of industry experience. He has been with Sunstreet Securities since 2007. In addition to financial planning, he has worked as an agent selling health, disability, and long-term care insurance since 2000. Sunstreet Securities, LLC is a small advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and asset review services. The firm uses a combination of fundamental, technical, and cyclical analysis to manage diversified portfolios primarily through mutual funds.

Wealth management

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support