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Est. 2026The front page of wealth managementNew York

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Chief Compliance Officer, HR & Operations, Audit & Finance · Cross Border Wealth, LLC

Michelle Yvonne L. Basa

CRD 7772673 · Named on Form ADV at one SEC-registered adviser

At a glance

Cross Border Wealth, LLC, an SEC-registered wealth manager based in New York, NY with $222 million in regulatory assets, lists Michelle Yvonne L. Basa on its Form ADV as Chief Compliance Officer, HR & Operations, Audit & Finance, a control person.

Firms and roles

  • Cross Border Wealth, LLCChief Compliance Officer, HR & Operations, Audit & FinanceWealth manager · New York, NY · $222M in regulatory assets

AtlasMembers

Michelle’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michelle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.