Firm profile

Advisory Solutions Group

PLYMOUTH, MNCRD 339919Registration Status: ApprovedEffective since January 8, 2026SEC # 801-135130Latest ADV September 22, 2026

Advisory Solutions Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plymouth, MN. Its latest Form ADV filing, dated September 22, 2026, reports $408M in regulatory assets under management, 50 employees, 15 offices, and 2,062 accounts.

Assets Under Management
$408M
Employees
50
Offices
15 offices
Total Clients
807

Associated firm names

18 names listed
  • ADVISORY SOLUTIONS GROUP
  • WEALTH EVOLUTION GROUP
  • WEALTH & INCOME SOLUTIONS
  • TRUE NORTH WEALTH ADVISORS

Leadership

2 roles identified
CCOJoseph A. Dieckhaus
CFOKelly J. Windorski

Advisory services offered

5 types reported
Financial Planning Services
Other advisory services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges

Offices & Contact

Primary office

PLYMOUTH, Minnesota, United States

Loading map…

Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Minnesota

PLYMOUTHPrimary office

Arizona

SCOTTSDALE

California

PASO ROBLES · CORONADO

Colorado

FRISCO · GREENWOOD VILLAGE · DALLAS

Illinois

RIVERWOODS · BUFFALO GROVE

New Jersey

SEA GIRT

New York

BINGHAMPTON

Oregon

PORTLAND

Washington

BELLEVUE · SPOKANE

15 office records listed · 15 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$408Mas of September 22, 2026
Discretionary100.0%
$408M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentIndividuals represent 86.9% of total clients.
Top client categories% of clientsClients
1
Individuals
86.9%
701
2
HNWI
13.1%
106

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$408M
Total Accounts2,062
10Y AUM Change+$408M

Private Funds

Private funds reported by Advisory Solutions Group

Loading private fund disclosures…

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees50
Clients per Employee16:1
10Y Employee Change+43 (+614.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
WEALTH ENHANCEMENT GROUP, LLCDirect owner · Schedule AInterest in ADVISORY SOLUTIONS GROUP
75%+
WEG SUBHOLDINGS, LLCIndirect owner · Schedule BInterest in WEALTH ENHANCEMENT GROUP, LLC
75%+
WEG SUB INTERMEDIATE HOLDINGS, LLCIndirect owner · Schedule BInterest in WEG SUBHOLDINGS, LLC
75%+
WEG CONSOLIDATED, LLCIndirect owner · Schedule BInterest in WEG SUB INTERMEDIATE HOLDINGS, LLC
75%+
TA/WEG HOLDINGS, LLCIndirect owner · Schedule BInterest in WEG HOLDINGS, LLC
75%+
TA/WEG INTERMEDIATE HOLDINGS, LLCIndirect owner · Schedule BInterest in TA/WEG HOLDINGS, LLC
75%+
WEG PARENT, LLCIndirect owner · Schedule BInterest in TA/WEG INTERMEDIATE HOLDINGS, LLC
75%+
TA XIII-A, L.P.Indirect owner · Schedule BInterest in TA/WEG AGGREGATOR, LLC
75%+
ONEX ISO LIMITED PARTNERSHIPIndirect owner · Schedule BInterest in ONEX ISO HOLDCO CORP
75%+
ONEX PARTNERS V LPIndirect owner · Schedule BInterest in ONEX ISO LIMITED PARTNERSHIP
75%+
ONEX PARTNERS CANADIAN GP INC.Indirect owner · Schedule BInterest in ONEX PARTNERS V GP LIMITED
75%+
ONEX CORPORATIONIndirect owner · Schedule BInterest in ONEX PARTNERS CANADIAN GP INC.
75%+
ONEX OP V HOLDINGS SARLIndirect owner · Schedule BInterest in ONEX CAPITAL V INTERNATIONAL GP LP
75%+
ONEX PARTNERS HOLDINGS LLCIndirect owner · Schedule BInterest in ONEX OP V HOLDINGS SARL
75%+
ONEX AMERICAN HOLDINGS SUBCO LLCIndirect owner · Schedule BInterest in ONEX PARTNERS HOLDINGS LLC
75%+
ONEX PRIVATE EQUITY HOLDINGS LLCIndirect owner · Schedule BInterest in ONEX AMERICAN HOLDINGS SUBCO LLC
75%+
ONEX CORPORATIONIndirect owner · Schedule BInterest in ONEX PRIVATE EQUITY HOLDINGS LLC
75%+
WEG HOLDINGS, LLCIndirect owner · Schedule BInterest in WEG CONSOLIDATED, LLC
50% to < 75%
ONEX ISO HOLDCO CORPIndirect owner · Schedule BInterest in WEG CONSOLIDATED, LLC
25% to < 50%
WEG BLOCKER, LLCIndirect owner · Schedule BInterest in WEG PARENT, LLC
25% to < 50%
TA/WEG AGGREGATOR, LLCIndirect owner · Schedule BInterest in WEG PARENT, LLC
25% to < 50%
TA XIII-B, L.P.Indirect owner · Schedule BInterest in WEG BLOCKER, LLC
25% to < 50%
ONEX ISO LIMITED PARTNERSHIPIndirect owner · Schedule BInterest in WEG BLOCKER, LLC
25% to < 50%
ONEX CAPITAL V INTERNATIONAL GP LPIndirect owner · Schedule BInterest in ONEX ISO LIMITED PARTNERSHIP
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Advisory Solutions Group.

Reported ownership and control details

Form ADV · Filing date 2026-09-22 · Schedules A and B

38 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1WEALTH ENHANCEMENT GROUP, LLCSOLE MEMBERDomestic entityADVISORY SOLUTIONS GROUP75% or moreCode EYesSOLE MEMBER12/2025Schedule APDF page 36
2JEFFREY THOMAS HAROLD DEKKOCHIEF MANAGER AND PRESIDENTIndividualADVISORY SOLUTIONS GROUPLess than 5%Code NAYesCHIEF MANAGER AND PRESIDENT12/2025Schedule APDF page 36
3JOSEPH ALAN DIECKHAUSCHIEF COMPLIANCE OFFICERIndividualADVISORY SOLUTIONS GROUPLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER12/2025Schedule APDF page 36
4JAMES LOREN CAHNCHAIR OF INVESTMENT COMMITTEE AND CHIEF STRATEGY OFFICERIndividualADVISORY SOLUTIONS GROUPLess than 5%Code NAYesCHAIR OF INVESTMENT COMMITTEE AND CHIEF STRATEGY OFFICER12/2025Schedule APDF page 36
5KELLY JOSEPH WINDORSKICHIEF FINANCIAL OFFICER AND TREASURERIndividualADVISORY SOLUTIONS GROUPLess than 5%Code NAYesCHIEF FINANCIAL OFFICER AND TREASURER12/2025Schedule APDF page 36
6FREDERICK JAMES SHIDEMANCHIEF PLATFORM OFFICER AND CHIEF INFORMATION SECURITY OFFICERIndividualADVISORY SOLUTIONS GROUPLess than 5%Code NAYesCHIEF PLATFORM OFFICER AND CHIEF INFORMATION SECURITY OFFICER12/2025Schedule APDF page 36
7WILLIAM HENRY RICESECRETARYIndividualADVISORY SOLUTIONS GROUPLess than 5%Code NAYesSECRETARY06/2026Schedule APDF page 36
8VICTORIA DENAROASSISTANT SECRETARYIndividualADVISORY SOLUTIONS GROUPLess than 5%Code NAYesASSISTANT SECRETARY06/2026Schedule APDF page 36
9WEG SUBHOLDINGS, LLCOWNERDomestic entityWEALTH ENHANCEMENT GROUP, LLC75% or moreCode EYesOWNER08/2021Schedule BPDF page 37
10WEG SUB INTERMEDIATE HOLDINGS, LLCOWNERDomestic entityWEG SUBHOLDINGS, LLC75% or moreCode EYesOWNER08/2021Schedule BPDF page 37
11WEG CONSOLIDATED, LLCOWNERDomestic entityWEG SUB INTERMEDIATE HOLDINGS, LLC75% or moreCode EYesOWNER08/2021Schedule BPDF page 37
12WEG HOLDINGS, LLCOWNERDomestic entityWEG CONSOLIDATED, LLC50% to less than 75%Code DYesOWNER10/2021Schedule BPDF page 37
13ONEX ISO HOLDCO CORPOWNERDomestic entityWEG CONSOLIDATED, LLC25% to less than 50%Code CYesOWNER10/2021Schedule BPDF page 37
14TA/WEG HOLDINGS, LLCOWNERDomestic entityWEG HOLDINGS, LLC75% or moreCode EYesOWNER10/2019Schedule BPDF page 37
15TA/WEG INTERMEDIATE HOLDINGS, LLCOWNERDomestic entityTA/WEG HOLDINGS, LLC75% or moreCode EYesOWNER10/2019Schedule BPDF page 37
16WEG PARENT, LLCOWNERDomestic entityTA/WEG INTERMEDIATE HOLDINGS, LLC75% or moreCode EYesOWNER10/2019Schedule BPDF page 37
17WEG BLOCKER, LLCOWNERDomestic entityWEG PARENT, LLC25% to less than 50%Code CYesOWNER10/2019Schedule BPDF page 37
18TA/WEG AGGREGATOR, LLCOWNERDomestic entityWEG PARENT, LLC25% to less than 50%Code CYesOWNER10/2019Schedule BPDF page 37
19TA XIII-A, L.P.OWNERForeign entityTA/WEG AGGREGATOR, LLC75% or moreCode EYesOWNER10/2021Schedule BPDF page 37
20TA XIII-B, L.P.OWNERForeign entityWEG BLOCKER, LLC25% to less than 50%Code CYesOWNER02/2019Schedule BPDF page 37
21TA ASSOCIATES XIII GP, L.P.GENERAL PARTNERForeign entityTA XIII-A, L.P.Percentage not specifiedCode FYesGENERAL PARTNER02/2019Schedule BPDF page 37
22TA ASSOCIATES XIII GP, L.P.GENERAL PARTNERForeign entityTA XIII-B, L.P.Percentage not specifiedCode FYesGENERAL PARTNER02/2019Schedule BPDF page 37
23TAX ASSOCIATES CAYMAN, LLCGENERAL PARTNERForeign entityTA ASSOCIATES XIII GP, L.P.Percentage not specifiedCode FYesGENERAL PARTNER02/2019Schedule BPDF page 37
24ONEX ISO LIMITED PARTNERSHIPOWNERDomestic entityONEX ISO HOLDCO CORP75% or moreCode EYesOWNER08/2021Schedule BPDF page 37
25ONEX PARTNERS V LPOWNERForeign entityONEX ISO LIMITED PARTNERSHIP75% or moreCode EYesOWNER08/2021Schedule BPDF page 37
26ONEX PARTNERS V GP LPGENERAL PARTNERForeign entityONEX PARTNERS V LPPercentage not specifiedCode FYesGENERAL PARTNER03/2017Schedule BPDF page 37
27ONEX PARTNERS V GP LIMITEDGENERAL PARTNERForeign entityONEX PARTNERS V GP LPPercentage not specifiedCode FYesGENERAL PARTNER03/2017Schedule BPDF page 37
28ONEX PARTNERS CANADIAN GP INC.OWNERForeign entityONEX PARTNERS V GP LIMITED75% or moreCode EYesOWNER03/2017Schedule BPDF page 37
29ONEX CORPORATIONOWNERForeign entityONEX PARTNERS CANADIAN GP INC.75% or moreCode EYesOWNER11/2007Schedule BPDF page 37
30ONEX ISO LIMITED PARTNERSHIPOWNERDomestic entityWEG BLOCKER, LLC25% to less than 50%Code CYesOWNER10/2021Schedule BPDF page 37
31ONEX CAPITAL V INTERNATIONAL GP LPOWNERForeign entityONEX ISO LIMITED PARTNERSHIP25% to less than 50%Code CYesOWNER11/2021Schedule BPDF page 37
32ONEX PARTNERS V GP LIMITEDGENERAL PARTNERForeign entityONEX ISO LIMITED PARTNERSHIPPercentage not specifiedCode FYesGENERAL PARTNER09/2021Schedule BPDF page 37
33ONEX PARTNERS V GP LIMITEDGENERAL PARTNERForeign entityONEX CAPITAL V INTERNATIONAL GP LPPercentage not specifiedCode FYesGENERAL PARTNER03/2020Schedule BPDF page 37
34ONEX OP V HOLDINGS SARLOWNERForeign entityONEX CAPITAL V INTERNATIONAL GP LP75% or moreCode EYesOWNER06/2021Schedule BPDF page 38
35ONEX PARTNERS HOLDINGS LLCOWNERDomestic entityONEX OP V HOLDINGS SARL75% or moreCode EYesOWNER06/2020Schedule BPDF page 38
36ONEX AMERICAN HOLDINGS SUBCO LLCOWNERDomestic entityONEX PARTNERS HOLDINGS LLC75% or moreCode EYesOWNER05/2014Schedule BPDF page 38
37ONEX PRIVATE EQUITY HOLDINGS LLCOWNERDomestic entityONEX AMERICAN HOLDINGS SUBCO LLC75% or moreCode EYesOWNER07/2002Schedule BPDF page 38
38ONEX CORPORATIONOWNERForeign entityONEX PRIVATE EQUITY HOLDINGS LLC75% or moreCode ENoOWNER12/2020Schedule BPDF page 38

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

Item 11 responses have not been pulled yet for this RIA.

RIA or supervised-person involvementThe RIA’s response about whether these events involve the firm or its supervised persons is unavailable.RIA responseUnavailable
AFelonies2 Unavailable

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?Unavailable
  • A2Been charged with a felony?Unavailable
BMisdemeanors2 Unavailable

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?Unavailable
  • B2Been charged with a misdemeanor of the kind listed above?Unavailable
CSEC or CFTC actions5 Unavailable

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?Unavailable
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?Unavailable
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?Unavailable
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?Unavailable
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?Unavailable
DOther regulatory actions5 Unavailable

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?Unavailable
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?Unavailable
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?Unavailable
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?Unavailable
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?Unavailable
ESelf-regulatory organization actions4 Unavailable

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?Unavailable
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?Unavailable
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?Unavailable
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?Unavailable
FProfessional authorizations1 Unavailable
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?Unavailable
GPending regulatory proceedings1 Unavailable
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?Unavailable
HCivil judicial actions and proceedings4 Unavailable

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?Unavailable
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?Unavailable
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?Unavailable

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?Unavailable

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.