Walter Rapka

Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1990 → Present
  Rapka & Rapka Cpa'S-Walter Rapka, Jr Cpa
  Wall Twsp., NJ
• 01/1996 → Present
  Rapka Travel, Inc.
  Wall Twsp., NJ
• 12/1998 → Present
  World Investments, Llc
  Lincroft, NJ
• 10/2025 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA

Other Businesses

1. RAPKA & RAPKA CPA; INVESTMENT RELATED; 1704 MAXWELL DR SUITE 305 WALL, NJ 07719; TAX PREPARATION; PARTNER; 9/23/2025; 40 HOURS PER MONTH; 40 HOURS DURING TRADING HOURS; TAX RETURN PREPARATION DURING JANUARY TO APRIL 2. BLUEROCK MORTGAGE, LLC; INVESTMENT RELATED; 1120 CAMPUS DRIVE, MORGANVILLE, NJ 07751; RESIDENTIAL MORTGAGE BROKERAGE; LOAN OFFICER/MORTGAGE ORIGINATOR; 09/23/2025; 5 HOURS PER MONTH; 1 HOUR DURING TRADING HOURS; ACTING AS A LICENSED MORTGAGE ORIGINATOR ON A PART-TIME BASIS, AS A COMPLIMENT TO MY CURRENT WEALTH MANAGEMENT BUSINESS 3. US COAST GUARD; NON-INVESTMENT RELATED; 31 CLIFFWOO DR NEPTUNE NJ 07753; MEMBER OF THE US COAST GUARD AUXILIARY VOLUNTEER SERVICES; AUXILIARY FINANCIAL EDUCATOR; 9/23/2025; 4 HOURES PER MONTH; 0 HOURS DURING TRADING HOURS; PROVIDE FINANCIAL EDUCATION TO THE US COAST GUARD 4. RAPKA TRAVEL INC; NON-INVESTMENT RELATED; 1704 MAXWELL DR SUITE 305 WALL, NJ 07719; TRAVEL AGENCY; PRESIDENT; 9/23/2025; 4 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; SELL CRUISES AND VACATIONS. 5. TFS INSURANCE AGENCY INC.; INVESTMENT RELATED; 437 NEWMAN SPRINGS RD LINCROFT, NJ 07738; Non-Variable Insurance & Annuities; INSURANCE AGENT; 4 HOURS PER MONTH; 4 HOURS DURING TRADING HOURS; Sales & Service of non-variable insurance and annuities. 6. FFP INSURANCE SERVICES INC.; NON-INVESTMENT RELATED; 847 BROADWAY BAYONNE, NJ 07002; SELL HEALTH INSURANCE AND PROPERTY & CASUALTY; INSURANCE AGENT; 9/23/2025; 1 HOUR PER MONTH; 1 HOUR DURING TRADING HOURS; SELL HEALTH INSURANCE AND PROPERTY & CASUALTY.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-01-22

Designations

• Certified Financial Planner
• Personal Financial Specialist