Michelle Yvonne Basa is a control person of Cross Border Wealth and directly owns under 5% of it.
Cross Border Wealth is an investment adviser based in New York, NY, registered with the SEC since 2018. It provides investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $222 million, as filed on 24 April 2026. Its fees, ownership and offices are on the firm’s profile.
Yvonne Basa is Chief Compliance Officer of Cross Border Wealth, with responsibilities spanning regulatory compliance, human resources, operations, audit and finance across the firm. She oversees and implements firm-wide compliance programs, including setting the direction of the firm's compliance roadmap, implementing preventive and corrective measures, and managing work related to audits, reviews and examinations.
- CRD
- 7772673
- Firm
- Cross Border Wealth · CRD 288330
- Role
- Chief Compliance Officer, HR & Operations, Audit & Finance
- In role since
- February 2022 · 4 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- New York, NY
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- crossborder-wealth.com
Where does Michelle Yvonne Basa work?
Michelle Yvonne Basa has been Chief Compliance Officer, HR & Operations, Audit & Finance of Cross Border Wealth, LLC since February 2022, and is a control person of the firm.
How can I verify Michelle Yvonne Basa’s record?
Michelle Yvonne Basa’s role is listed on Cross Border Wealth, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 288330.