Sentient Financial, LLC

Overview

Sentient Financial, LLC is a state registered investment adviser based in Laguna Niguel, CA, registered since 2018. It reports $17.5M in assets under management across 84 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$17.5M

Discretionary

100%

Accounts

84

Average account

$208K

Employees

1

Advisory reps

1

Registered since

2018

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Patrick Allen Thompson Managing Member, Principal, Chief Compliance Officer CRD 5497775

Advisory reps 1 of 1

• Patrick Allen Thompson Insurance Agent · Investment Adviser Rep CRD 5497775

Location

Headquarters

28202 Cabot Rd Ste 300
Laguna Niguel, CA 92677

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: sentientfinancialllc.com

Every state, with registration dates

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