DFX Intelligence

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RIA / WealthAdvisor12 years in industry

AARON J VELDHEER

Advisor at INNOVIA WEALTH, LLC

GRAND RAPIDS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dc8b6c30-c8ae-e7e2-ff9e-d58cda57da15

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Sep 4, 2014 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Aaron J Veldheer

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INNOVIA WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 18
Exams: S66
First exam: Sep 2, 2014
First registration: Sep 4, 2014
Dual registered: no
Other names: AARON VELDHEER
IAPD individual key: 5808367

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INNOVIA WEALTH, LLC	Independent wealth	Jan 4, 2020	n/a	yes	GRAND RAPIDS, MI	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 4, 2014	Jan 29, 2020	no	GRAND RAPIDS, MI\|GRAND RAPIDS, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	INNOVIA WEALTH, LLC	Jan 29, 2020	Jan 4, 2020	-25	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ INNOVIA WEALTH, LLCRegistered adviserregistration: current employment
Jan 4, 2020 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 4, 2014 to Jan 29, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dc8b6c30-c8ae-e7e2-ff9e-d58cda57da15
First observed: Sep 4, 2014
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AARON J VELDHEER

Advisor at INNOVIA WEALTH, LLC

GRAND RAPIDS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dc8b6c30-c8ae-e7e2-ff9e-d58cda57da15

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:03 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

INNOVIA WEALTH, LLC

Independent wealth

Jan 4, 2020

n/a

yes

GRAND RAPIDS, MI

Current employment

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Sep 4, 2014

Jan 29, 2020

GRAND RAPIDS, MI|GRAND RAPIDS, MI

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

INNOVIA WEALTH, LLC

Jan 29, 2020

Jan 4, 2020

-25

Firm change

Wirehouse to RIA